
Louis Ray
Partner, Investment Adviser Representative
Summit Financial Wealth Advisors
United States, New York, Monroe
About Me
Louis received his BBA in Finance in 1985 and his MBA in 1987 from the University of Louisiana at Monroe. Louis has completed a rigorous educational program sponsored by the Investment Management Consultants Association (IMCA) through the University of Pennsylvania Wharton School of Business, leading to the highly respected Certified Investment Management Analyst designation (CIMA) and has completed the IMCA sponsored Investment Strategist Certificate program. He has earned the Accredited Investment Fiduciary designation (AIF) and the prestigious Accredited Investment Fiduciary Analyst designation (AIFA) awarded by the Center for Fiduciary Studies, which is associated with the University of
Profile Information
Partner, Investment Adviser Representative
Summit Financial Wealth Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Monroe
New York
United States
May 15, 2024
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