Director of Practice Management
Ria joined Summit Brokerage Services in January 2014 as the Director of Practice Management and adds over 17 years of financial services experience to our leadership team. Having served in advisor and business development roles with large firms, Ria aligns her talents with our Practice Management initiatives.
As Summit Financial Networks’ Director of Practice Management, Ria helps our financial advisors grow their business through educating and consulting on best practices, navigating through the vast resources of Cetera, and guiding them to leverage industry solutions. Her areas of focus include business development, human capital, operational efficiency, business management, and succession planning. She identifies opportunities to increase brand awareness, deepen client relationships, create operational efficiencies, optimize talent, and to build lasting businesses, then drives advisors to implement with purpose. In line with Summit’s boutique culture, her approach to helping advisors is one that is customized, collaborative, and high-level.
Ria graduated from the University of Central Florida with a Bachelor of Science in International Business and Finance.
Ria holds the following Finra licenses: 7 and 66.
Outside of having fun working with our advisors and keeping her home life (husband and two young daughters) in check, Ria enjoys wine, wine, and wine and escaping from whine. Seriously, she enjoys eating, traveling, exploring new things, yoga, and wine.