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Summit Financial Wealth Advisors Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

Summit Financial Wealth Advisors is an independent financial services firm based in Lafayette, Louisiana. It provides coordinated wealth-management planning that brings together business interests, real estate holdings, and investment accounts into a single, comprehensive plan. The firm serves individuals, families, and business owners seeking to meet financial and estate objectives over the long term. By integrating various components of a client’s financial picture, it aims to help households progress toward their stated goals.

Securities are offered through Summit Brokerage Services, Inc., a member of FINRA and SIPC, while advisory services are provided by Summit Financial Group Inc., a Registered Investment Adviser. The company operates from Lafayette and positions itself as an independent advisor coordinating securities and advisory services to support clients’ long-term financial and estate goals.

Find Summit Financial Wealth Advisors employees' phone numbers or email addresses

Summit Financial Wealth Advisors Global Highlights

Location
Employees

North America
94

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  • United States Of America
    94

Summit Financial Wealth Advisors's Leadership

  • Stylized image of a person
    V. F.
    Vice President Of Employee Benefits
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R.
    Partner
    Phone icon
    Mobile Phone

Summit Financial Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Summit Financial Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Financial Consultant
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. K.
    Investment Adviser Representative
    Phone icon
    Mobile Phone
    United StatesLouisiana
    Apr 24, 2025
  • Stylized image of a person
    C. M.
    Financial Consultant
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. M.
    Financial Consultant
    Phone icon
    Mobile Phone
    United StatesMontana
    Apr 23, 2025
  • Stylized image of a person
    C. L.
    Client Services
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. G.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jan 29, 2026
  • Stylized image of a person
    D. W.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    Sep 05, 2025
  • Stylized image of a person
    D. W.
    Treasurer
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    E. D.
    Addepar Reporting Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    May 17, 2023
  • Stylized image of a person
    G. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Summit Financial Wealth Advisors known for?

Minus sign iconPlus sign iconSummit Financial Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 1021 East Saint Mary Boulevard Lafayette, Louisiana 70503 United States. Explore Summit Financial Wealth Advisors's company overview page for more information.

What is Summit Financial Wealth Advisors's most common email format?

Minus sign iconPlus sign iconSummit Financial Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Wealth Advisors email formats with LeadIQ.

How many employees does Summit Financial Wealth Advisors have currently?

Minus sign iconPlus sign iconSummit Financial Wealth Advisors has approximately 15 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Wealth Advisors's key employees and leadership?

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As of May 2026, Summit Financial Wealth Advisors's key employees include:

  • Vice President Of Employee Benefits: V. F.
  • President: B. G.
  • President: C. S.
  • Managing Partner: J. S.
  • Partner: M. P.

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