Summit Financial Advisor Jody Brown Receives “woman Of Distinction” Honor

March 24, 2021 undefined

Madison native awarded national leadership honor for 11th consecutive year

MADISON, Wis.—Jody Brown, vice president of wealth management with Summit Financial Advisors located at Summit Credit Union, has again been named a Woman of Distinction by CUNA Brokerage Services, Inc. (CBSI) in 2021. This is the 11th consecutive year Brown has received the recognition, which honors female financial advisors for their superior performance and extraordinary efforts in promoting financial security.

CBSI presents the Women of Distinction honor to top female financial advisors across the broker-dealer operation. Candidates are nominated by industry peers and final selections are based on criteria including annual performance metrics and quality of service to clients.

“For being recognized as a Woman of Distinction, Brown will participate in a national mentoring program where she will have the opportunity to mentor and develop resources for female advisors who are new to the industry,” said Jennifer Klein, senior manager of CBSI Learning and Development/CUNA Brokerage Services, Inc.

Brown has been a Summit employee for over 12 years and boasts over 25 years in the industry. She helps members achieve goals through services including retirement planning, financial management, insurance and wealth management. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned the Chartered Financial Consultant® (ChFC®) and Certified Life Underwriter® (CLU®) designations. A Madison native, Brown earned a bachelor’s degree in consumer affairs in business from UW-Madison.