Administrative Officer / Chief Compliance Officer
Suzette has 18 years in the securities business although she has been in the financial services since her senior year in high school working in a local bank. She attended University of Louisiana as a finance major. After college, she continued to work in banking until 1995 when joining Legg Mason in Lafayette. Suzette has attained many securities licenses including Series 7, Series 66, Series 9/10 & Louisiana Insurance licenses. Her responsibilities at Summit Financial as Office Manager include compliance, technology, accounting, organizing weekly meetings, operating trading platform for managed accounts. Suzette is Chief Compliance Officer of Summit Financial Wealth Advisors.
Suzette has two daughters, Madison 17 & Lexie 16. In her spare time she enjoys spending time with family and friends, cooking, working out, watching sports, reading & traveling. She is also an avid New Orleans Saints fan. Who Dat!!