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Executive Team
Eric Fields, CPA, CRM, CIC, CRIS, ChWCE, AFSB, AAI
Eric Fields is President of Summit Financial Services. Eric brings a background
of working with businesses from many industries on different issues related to
financial advising and planning. In addition to doing accounting and tax work, Eric has also worked in
risk management consulting and corporate insurance.
He is also a faculty member of the Society of Certified Insurance Counselors,
training company owners and insurance agents all over the country.
Eric has a B.A. in Business and Economics
from King College, graduating Summa Cum Laude with concentrations in Accounting,
Economics and Finance, and International Business and and received his Master's
Degree in Organizational Leadership. In addition to being a licensed Certified
Public Accountant, Eric has also received his Certified Risk Manager, Certified
Insurance Counselor, Contractor's Risk and Insurance Specialist, Chartered Work
Comp Executive, Associate in Fidelity and Surety Bonding, and Accredited Advisor
in Insurance designations.
Eric currently lives in Bristol with his wife Anita.
Locally, Eric serves on the Boards of the Bristol Family YMCA, Bristol United
Way, Healing Hands Health Center, and Bristol Rotary club, is a past president
of the State of Franklin Track Club, and is chairman of Fellowship Prayer
Ministries. He also sits on the President’s Roundtable and the Alumni Council at
King College.
Eddie Williams
Eddie originally founded the Williams Agency, a firm
dedicated to helping clients plan for retirement, in
1999 after a career as a teacher and coach with
Sullivan County Schools. In 2009, joined the Summit
Companies, bringing the resources of the Williams
Agency, as well as his considerable experience and
expertise to the Financial Services division of Summit.
He is a trained speaker within the industry of financial
services and has served clients in Tennessee and
Virginia for the past 30 years. With decades of
experience, knowledge and loyalty in providing for his
clients, Eddie is a credible advisor who provides solid
financial advice and complete financial planning.
He utilizes fresh ideas that will reduce financial
risk, lower taxes, avoid probate, and protect assets
from potentially expensive nursing home costs.
Eddie, a member of the National Ethics Bureau, is
committed to the financial security of his clients and
has the highest standard of ethics and professional
knowledge.
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