CoverProfile

Lena Ormond

Operations Manager, Investment Adviser Representative

Summit Financial Wealth Advisors

United States, Louisiana, Monroe

About Me

Léna has been in the financial industry since 2008 when she completed her first internship with FPL Asset Management. She graduated from the University of Louisiana at Monroe in 2010 with a Bachelor of Business Administration and started working full time for FPL that summer. She manages the firms operations, research, and client relationships. Léna is an Accredited Wealth Management AdvisorSM and completed her Master of Science in Finance in 2015. Léna was born in Vienne, France and moved to the United States of America in 2006 to play tennis for the University of Louisiana at Monroe. She and her husband Jake Ormond got married in 2015. In her free time, in addition to playing tennis and

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Profile Information

Operations Manager, Investment Adviser Representative

Summit Financial Wealth Advisors

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Monroe

Louisiana

United States

Jul 29, 2024

Work Experience

Summit Financial Wealth Advisors

Operations Manager, Investment Adviser Representative
Oct 2015 - Present
Email: lena@summit-financial.com

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