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Suzette Broussard, IACCP ®

Suzette Broussard, IACCP ®

Administrative Officer / Chief Compliance Officer

Suzette has 25 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 returned to UL and graduated in 2018 with a B.S.B.A. in Finance.  Suzette has attained many securities registrations including Series 7, Series 66, Series 9/10 & Louisiana Insurance licenses. Her responsibilities at Summit Financial as Office Manager include compliance, operating trading platform for managed accounts. Suzette is Chief Compliance Officer of Summit Financial Wealth Advisors.

Suzette has two daughters, Madison & Lexie. 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!!

 

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