Broker Check
David Daniel

David Daniel

Managing Partner

David was born in Baton Rouge, LA. He went to the University of Louisiana Lafayette on a football scholarship and graduated in 1978 with a degree in Business. David started in the investment business with E F Hutton in 1987. After working together for 16 years David & Fred started Summit Financial in 2003 within Legg Mason Wood Walker. In 2006, Summit Financial became a Registered Investment advisory firm.   In 2014 Summit Financial joined Focus Financial as a Focus Partner Firm.  He holds several securities registrations including Series 7, 63, 65 & 9/10 and is the Senior Portfolio Manager .

David is married to Karen and has 2 children and 2 grandchildren. He enjoys tennis, fishing, hunting and traveling.


Advisory services offered through Summit Financial Wealth Advisors.  A Registered Investment Advisor.