About Us

Biography


Steve Wilbur
Director of Compliance, Corporate
Bio

Steve joined Summit Financial Corporation in 2001 and is the Director of Compliance for the Company. Prior to joining Summit Financial Corporation, Steve worked as a Compliance Manager with John Hancock Retirement Plan Services in Boston, MA. Other work experience includes time with Pioneer Mutual Funds in their Retirement Services division and with Prudential Insurance as an agent.

Steve is responsible for drafting and updating all retirement Plan legal documents for clients and is an excellent resource for plan design issues. Legislation affecting retirement plans is constantly evolving and therefore a need for a Compliance Officer is essential. You can be assured that Steve will keep you abreast of any new legislation and keep your plan up to date.

Educational and Professional Background
  • University of Rhode Island (1989)
    Bachelor of Science degree in Finance and Insurance
  • Bentley College (1993 )
    Pension and Employee Benefits certificate program
  • FINRA Securities Registrations
    Series 6 and 63

Steve is an Accredited Pension Representative (APR) with the National Institute of Pension Administrators (NIPA) and serves as Chairman on the APR exam and educational committee.

Personal

Steve is a lifelong resident of Massachusetts and currently resides in Merrimac, Massachusetts with his wife Liz, his daughter Stephanie and son Brandon.

Activities and Interests

Steve is an avid tennis player. He has participated in this sport his entire life. He is also an avid sports fan.

When not playing tennis, Steve is involved in youth sports, having coached baseball, soccer, basketball and flag football. He is on the Board of Directors for the Merrimac Little League.

Steve loves traveling with his family. He especially loves cruises and going to Disney World with his wife, son and daughter.