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Wes Gautreaux
Managing Director at Summit Financial Wealth Advisors
Wes Gautreaux is the Managing Director at Summit Financial Wealth Advisors, based in Lafayette, Louisiana.1 He has extensive experience in the financial services industry and is well-connected on LinkedIn with over 500 connections.1
Educational Background
Gautreaux has a strong educational foundation in finance:
- He graduated with a degree in finance from Louisiana State University in 2003.3
- He earned an MBA from Tulane University in 2010, where he studied as a Freeman Fellow.3
Professional Experience
At Summit Financial Wealth Advisors, Wes Gautreaux has been involved in various aspects of the company's growth and operations:
- He currently serves as the Managing Director.
- Gautreaux has been instrumental in expanding the team at Summit Financial. In one of his LinkedIn posts, he announced the addition of new team members, including an Investment Advisor Representative and a Client Service Representative.2
Skills and Expertise
Given his role and background, Wes Gautreaux likely possesses expertise in:
- Financial advisory services
- Wealth management
- Team leadership and expansion
- Client relations
His combination of formal education in finance and MBA studies, along with his experience at Summit Financial Wealth Advisors, positions him as a knowledgeable professional in the financial services sector.