Firm News

October 25, 2022

NEW YORK, NY / ACCESSWIRE / October 25, 2022 / - Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Paul Guidry, an investment advisor based in Metairie, LA, has joined Focus partner firm Summit Financial Wealth Advisors, LLC ("Summit"), a registered investment advisor headquartered in Lafayette, LA.

Paul Guidry is an Investment Adviser Representative with Summit Financial Wealth Advisers and is not affiliated with Cetera Advisor Networks LLC.

Lafayette, La (2 December 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, today announced it will be relocating to a larger office in Lafayette to accommodate growth plans.

Monroe, La (17 November 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, today announced that one of its homegrown leaders is taking on an expanded role to enhance the firm’s service offerings.

Lafayette, La (27 July 2020) - Summit Financial Wealth Advisors (“Summit”), an independent wealth management firm serving Louisiana and the Gulf Coast, reminded businesses today that relief funds for those impacted by the COVID-19 pandemic remain available at the local, state and federal government levels.

Lafayette, La (16 July 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, announced today the addition of Wes Gautreaux as Managing Director, a new senior position within the growing firm.

Lafayette, La (30 April 2020) - Summit Financial Wealth Advisors is proud to announce a matching dollar-for-dollar relief effort of up to $25,000 in support of Second Harvest Food Bank. The fundraising initiative will assist the food bank in its service to Southern Louisiana as the area recovers from the economic repercussions of the COVID-19 pandemic.

Lafayette, LA (23 April 2020) – Former Lafayette Mayor-President Joel Robideaux, an Investment Advisor Representative at Lafayette-based Summit Financial Wealth Advisors, has been appointed Vice Chairman of the Louisiana Economic Recovery Task Force.