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@summit-financial.com
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2 phones found area 337
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LinkedIn matched
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Fred Werner is listed as Portfolio Manager at Summit Financial Wealth Advisors at Summit Financial Wealth Advisors, a company with 16 employees, based in Lafayette, Louisiana, United States. AeroLeads shows a work email signal at summit-financial.com, phone signal with area code 337, and a matched LinkedIn profile for Fred Werner.
Fred Werner previously worked as Portfolio Manager at Summit Financial Wealth Advisors and Senior Financial Advisor at Legg Mason. Fred Werner studied at Louisiana State University.
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AeroLeads found 1 current-domain work email signal for Fred Werner. Compare company email patterns before reaching out.
Fred was born in New Orleans and attended the University of Georgia and Louisiana State University. His 40 year career in the industry began in 1976 when he moved to Lafayette and helped establish the E.F. Hutton office where he was the manager. After a merger, Fred joined Legg Mason as the local manager. In 2003 Fred and David Daniel became partners and formed Summit Financial.Fred is married to the former Babette Vidrine and they have five grown children between them: Cortney, Quinn, Blair, Stosh, and Courtney. Fred and Babette enjoy traveling extensively to Europe and to Costa Rica. Fred also continues to pursue his hobby of racing homing pigeons through which he has made many friends around the world.Summit Financial Wealth Advisors is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA (www.finra.org), SIPC (www.sipc.org). Advisory services offered separately through Summit Financial wealth Advisors, a registered Investment Adviser. The Representative(s) associated with this site are registered to conduct business in the following states: Louisiana. The opinions voiced in this material are for general information only and are not indtendd to provide specific advice or recommendations for any individual. this material is for general information only and is not intended to provide specific advice or recommendations for any individual. tho determine what is appropriate for you, please contact me directly or consult another qualified professional. To "Like", "Share" or "Follow" this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accruacy or completeness.
Listed skills include Portfolio Management, Wealth Management Services, and Entrepreneurship.
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326 Heymann Blvd Lafayette, Louisiana 70503
Whether your plan calls for tax-advantaged bonds, stocks, or mutual funds we have all the tools to implement your plan. In working with Summit Financial to bring together your entire financial picture, from outside business interests, real estate holdings, and investment accounts, we endeavor to design a comprehensive plan to help meet your financial and.
Other employees you can reach at summit-financial.com. View company contacts for 16 employees →
Wes Gautreaux
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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Doug Daniel
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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MP
Michael Pharr, Cfp®
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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HM
Heather Milliken, Fpqp ®
Colleague at Summit Financial Wealth Advisors
Monroe, Louisiana, United States, United States
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TL
Todd Lambert
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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Chloe Marcus
Colleague at Summit Financial Wealth Advisors
United States, United States
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Chris Breaux
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana Metropolitan Area, United States
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Toni Crawford
Colleague at Summit Financial Wealth Advisors
Ruston, Louisiana, United States, United States
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KL
Kim Landry
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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DD
David Daniel
Colleague at Summit Financial Wealth Advisors
Lafayette, Louisiana, United States, United States
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Quick answers generated from the profile data available on this page.
Fred Werner works for Summit Financial Wealth Advisors.
Fred Werner is listed as Portfolio Manager at Summit Financial Wealth Advisors at Summit Financial Wealth Advisors.
AeroLeads has found 1 work email signal at @summit-financial.com for Fred Werner at Summit Financial Wealth Advisors.
AeroLeads has found 2 phone signal(s) with area code 337 for Fred Werner at Summit Financial Wealth Advisors.
Fred Werner is based in Lafayette, Louisiana, United States while working with Summit Financial Wealth Advisors.
Fred Werner has worked for Summit Financial Wealth Advisors, Legg Mason, and E.F. Hutton.
Fred Werner's colleagues at Summit Financial Wealth Advisors include Wes Gautreaux, Doug Daniel, Michael Pharr, Cfp®, Heather Milliken, Fpqp ®, and Todd Lambert.
You can use AeroLeads to view verified contact signals for Fred Werner at Summit Financial Wealth Advisors, including work email, phone, and LinkedIn data when available.
Fred Werner studied at Louisiana State University.
Fred Werner is listed with skills including Portfolio Management, Wealth Management Services, and Entrepreneurship.
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