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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
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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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