Parsons Broach Financial Services

Parsons Broach Financial Services

Montgomery, AL

  • Get in Touch
  • Client Login
  • Meet Our Team
  • Who We Serve
  • Our Expertise
  • Planning Approach
  • Meet Our Team
  • Who We Serve
  • Our Expertise
  • Planning Approach
  • Skip to main content

James Rabasca

Senior Tax Specialist

  • Meet Our Team
  • James Rabasca
James Rabasca

James Rabasca is a Senior Tax Specialist in the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Before Ayco, Jim worked as an attorney, and focused his practice on taxation, business planning, and estate planning. He graduated from Rider University with a B.S. in Business Administration and earned his J.D. from Seton Hall University School of Law.

Parsons Broach Financial Services Logo

“If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.”

Andrew Carnegie

4121 Carmichael Road, Suite 305
Montgomery, AL 36106

334-481-6916

  • Email Robbie
  • Email Todd

FORM CRS

  • Form ADV 2A
  •  
  • Wrap Fee Program Brochure
  •  
  • BCP
  •  
  • Privacy Notice

Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as Parsons Broach Financial Services.

The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully. Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss. For more information about Summit and its investment professionals, click here.

© 2025 Parsons Broach Financial Services