Wealth advisory firm hires two staff as part of strategic growth plan
LAFAYETTE, LA., July 27, 2022 /PRNewswire/ — Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth advisory firms in Louisianatoday announced the addition of Chris Breauxrepresentative of the investment adviser and Kim Landrycustomer service representative, within the growing company Lafayette office
Breaux, a Lafayette native, brings a decade of financial and entrepreneurial experience to his role at Summit. After receiving his degree in finance from the University of Louisiana at Lafayettefollowed by an MBA from the University of Alabama at Birminghamreturned Lafayettewhere he initially worked as a financial analyst before branching out on his own as an entrepreneur.
Landry, who graduated from the University of Southwest Louisiana With a degree in Business Administration and Management, she brings more than a decade of experience in marketing and administration to her work with accounting, wealth management and legal firms. She has been very active in the Acadian community, having served 10 years on the Krewe of Bonaparte board and six years on The Big Easel.
“We are excited to expand our team to support the growing financial needs of our multi-generational clients Louisiana and the entire Gulf Coast region,” he said David Daniel, managing partner of Summit Financial. “Chris and Kim will be valuable additions to Summit and our team-based approach to helping clients achieve their long-term financial goals.”
Breaux said, “I have long respected the Summit team and am excited to join the company. I look forward to helping successful small business owners and families achieve their financial goals and dreams “.
Landry said, “I am excited to join Summit and look forward to supporting client relationships and providing solutions to address account servicing needs that help them meet their financial ambitions.”
About Summit Financial Wealth Advisors
Formed as an independent team within Mason adds in 2003, Summit Financial Wealth Advisors provides personalized and comprehensive wealth management services to clients Louisiana and in the US Gulf South region with additional offices in Shreveport, Monroe i RustonSummit is one of the largest independent wealth management firms in the State of Louisiana. For more information about Summit, visit summit-financial.com.
Contact with the media
Jay Scott
[email protected]
484-695-3774
SOURCE Summit Financial Wealth Advisors
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