Broker Check

About Our Firm

Our Story

Summit Financial was founded by Fred Werner & David Daniel in 2003. After working with Summit for over 10 years Todd Lambert & Mike Pharr became partners in 2013. Then, in October 2015 Summit Financial merged with FPL Asset Management out of Monroe, LA. This acquisition brought in Kenneth Vines & C. Louis Ray’s expertise in the area of ERISA retirement plans as well as value investing which Summit has used throughout its history. This also allowed Summit Financial to grow it’s footprint in the state of Louisiana. With the acquisition Summit is now nationally recognized & one of the largest independent firms in Louisiana.

Experience

Experience

Founders Fred Werner and David Daniel have 40, and 29 years of experience respectively.

10 members of Summit Financial’s team have over 20 years’ experience in the investment business

We have experience with business owners who have sold their businesses, retirees, ERISA plans, as well as other individual clients.


Professionalism

Our collective group of partners / staff have earned the following advanced degrees and designations: CFP®, CIMA, AIF, AIFA, MS, and MBA.

It will never be our goal to be the cheapest investment group, only the best.

Professionalism

Personalized Service

Personalized Service

By knowing our clients personally and not hiring third party money managers from another part of the country, we feel we have a distinct advantage over other advisors.

We manage our own investments and have the ability to personalize portfolios to fit our clients’ needs.

Our client service/relationship managers have worked closely with clients for many years. One of them was named one of America’s “Outstanding Sales Assistants” by Registered Rep. magazine


Registered Representative magazine - October 2000
Mrs. Wright was nominated by her branch manager at Legg Mason. The criteria were: specific instances of exemplary service to clients, brokers and the firm, demonstrated leadership abilities at work and in the community and peer recognition and respect.