US-based financial planning and wealth management firm Summit Financial Resources has named Joseph W. Spada as the firm’s 2009 leading financial adviser.

The award recognises Spada (pictured) as head of Summit Financial Resources’s most productive wealth management practice.

“Over the course of 2009, Joe spent countless hours counselling clients across the country,” says Bert McNeer, president of Summit Financial Resources. “His commitment to advancing the public’s understanding of sound wealth management principals is exemplary.”

A financial adviser for over 32 years, Spada specialises in providing clients with a range of services, including investment management, retirement, insurance, tax and estate planning. For the past 12 years, he has lead Summit’s wealth management practice.

Spada is currently a member of the Morris County Chapter of Legatus, a trustee and executive committee member for the Tri-County Scholarship Fund and a board of directors member for Several Sources Shelters.