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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
88

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  • United States Of America
    88

Summit Financial Wealth Advisors's Leadership

  • Vice President Of Employee Benefits at Summit Financial Wealth Advisors
    V. F.
    Vice President Of Employee Benefits
    Mobile Phone
  • President at Summit Financial Wealth Advisors
    B. G.
    President
    Mobile Phone
  • President at Summit Financial Wealth Advisors
    C. S.
    President
    Mobile Phone
  • Owner at Summit Financial Wealth Advisors
    D. J.
    Owner
    Mobile Phone
  • Owner at Summit Financial Wealth Advisors
    J. B.
    Owner
    Mobile Phone
  • Owner at Summit Financial Wealth Advisors
    P. A.
    Owner
    Mobile Phone
  • Vice President at Summit Financial Wealth Advisors
    E. W.
    Vice President
    Mobile Phone
  • Director Of Financial Planning at Summit Financial Wealth Advisors
    D. T.
    Director Of Financial Planning
    Mobile Phone

Summit Financial Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Other
  • Consultant

Contact profiles from Summit Financial Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Operations Coordinator at Summit Financial Wealth Advisors
    K. H.
    Operations Coordinator
    Mobile Phone
    Oct 16, 2024
  • Client Services Associate at Summit Financial Wealth Advisors
    K. B.
    Client Services Associate
    Mobile Phone
    Oct 23, 2024
  • Executive Assistant at Summit Financial Wealth Advisors
    L. S.
    Executive Assistant
    Mobile Phone
    Oct 22, 2024
  • Financial at Summit Financial Wealth Advisors
    M. B.
    Financial
    Mobile Phone
    Oct 23, 2024
  • Wealth Advisor at Summit Financial Wealth Advisors
    M. S.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Administrative Assistant at Summit Financial Wealth Advisors
    M. C.
    Administrative Assistant
    Mobile Phone
    Oct 18, 2024
  • Investment Advisor Representative at Summit Financial Wealth Advisors
    P. G.
    Investment Advisor Representative
    Mobile Phone
    Jun 03, 2026
  • Business Development Retirement Plan Services at Summit Financial Wealth Advisors
    S. C.
    Business Development Retirement Plan Services
    Mobile Phone
    Oct 17, 2024
  • Dew at Summit Financial Wealth Advisors
    S. G.
    Dew
    Mobile Phone
    Oct 16, 2024
  • Loan Officer at Summit Financial Wealth Advisors
    T. F.
    Loan Officer
    Mobile Phone
    Oct 23, 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. 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 First@summit-financial.com. 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 August 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 August 2026, Summit Financial Wealth Advisors's key employees include:

  • Vice President Of Employee Benefits: V. F.
  • President: B. G.
  • President: C. S.
  • Owner: D. J.
  • Owner: J. B.

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