About Us

First Summit Financial is a National Independent Marketing Organization founded by its president and CEO, William Pickering in 1980. Bill brings over 40 years of experience in the marketing and sales of life insurance products and services. He is a Life and Qualifying member of the Million Dollar Round Table. Mr. Pickering is a representative of Lincoln Financial Securities Corporation, member SIPC and is registered to offer securities products and services in 50 states.

First Summit Financial is staffed with experienced professionals. Members of our team have been selected for their specific area of expertise or direct service background. Each member has a minimum of 15 years in the insurance and financial services industry, many of those years in management.
We are committed to supporting and serving independent producers, general agents, marketing organizations, trusted advisors and other financial service professionals.
Recognizing the importance of providing complete financial services, First Summit Financial only represents company's that meet their standards. Most likely you will recognize their names.
Due to our growth and success we continue to invest in technology, which allows us to serve our clients more effectively and efficiently. We support leading edge concepts that are designed to provide successful solutions for insurance and financial service needs.

*** Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC. Branch office: 4907 International Parkway Suite 1071 Sanford FL 32771 (407) 878-3854. First Summit Financial and Lincoln Financial Securities Corporation are not affiliated. ***
LFS 2014.0430.F01.FG.L