Gary Bottoms CLU, ChFC in

Gary Bottoms CLU, ChFC

Balancer · DISC type S
Founder at Summit Legacy, LLC
📍 Marietta, Georgia, United States

Gary Bottoms is the founder of Summit Legacy, an elite insurance and estate planning firm. A graduate of the Georgia Institute of Technology with CLU and ChFC designations, he specializes in sophisticated solutions for high-net-worth families and business owners. He is also an owner of the invitation-only national network, Lion Street.

Deeply committed to his community, Gary is a past chairman of numerous organizations, including the Cobb Chamber of Commerce and the WellStar Foundation. With his wife, Melissa, he established a family charitable fund to pass on the values of philanthropy to their grandchildren. He has also been named Marietta Citizen of the Year.

He is the author of a book on estate planning and relationships titled “Getting It Right.

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Current Role
Founder
Job Level
Leadership
Location
Marietta, Georgia, United States
Personality Overview

How Gary shows up

Good Listener
Risk-Averse
Diplomatic

They are polite and respectful but practical. Even if it takes time, they prefer following the process. They are confident about making long-term decisions.

Priorities

Topics Gary cares about

Estate Planning
Focuses on helping high-net-worth clients with wealth transfer, life insurance, and disability needs. He authored a book on the topic called "Getting It Right. "
Business Succession
Advises on transferring business ownership between generations and has written about the importance of liquidity and clear funding mechanisms for successful transitions.
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Career

Work history

Founder
Summit Legacy, LLC
10-2023
Principal
TBX Benefit Partners
10-2023
Chairman and Chief Executive Officer
The Bottoms Group, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1971 - 1975
Education details unavailable
Georgia Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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