Lisa Guido

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 02/2026 → 06/2026
  Summit Financial, Llc
  Parsippany, NJ
• 06/2015 → 02/2026
  Verizon
  Basking Ridge, NJ

Other Businesses

(1) The Mendham High School Football Boosters: Not investment related: Treasurer - check writing privileges; Duties: budgeting, paying bills and depositing donations and other revenues; Address: 88 East Main Street, Suite 202, Mendham NJ 07945; Start: 01/2026 (2) Harbor Shield Brokers, LLC: Investment related; Owner; Servicing insurance clients, generating sales; all revenue runs through the LLC; Address: 385 Route 24, Unit 2G, Chester NJ 07930; Start: 02/2026. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Ms. Guido Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25

Other Names

• Lisa Caiaccia
• Lisa Jaramillo