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William B. Gundrum, III
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-4729
wgundrum@sfr1.com
Education:
• The Citadel, Charleston SC, BS Business Administration
Specialization:
• Retirement Plan Consultant
• Asset Protection Strategies - Physician Groups
• Wealth Management Strategies for Privately Held Firms
• Portfolio Management
• Philanthropic Planned Giving
Business Experience:
• Recently joined Summit Financial Resources, Inc., a
think tank for cutting-edge estate, wealth transfer,
income tax, retirement, philanthropic & asset protection
strategies, as a Senior Wealth Advisor
• Morgan Stanley / Smith Barney - Financial Advisor
• Retirement Strategies Group, LLC - Vice President
• International Planning Alliance, LLC - Vice President
• Concepts In Financial Planning, Inc. - President
Personal:
• Co-Founder / Head Coach Inter-County Youth Soccer
League
• Past Board Member / Vice President / Head Coach
Westfield Soccer Association
• Westfield United Fund - Major Gift
• A native of Westfield, NJ, Bill currently resides there with
his wife Monica & their three children.
• Bill enjoys family, golf & jogging
