David Daniel

David Daniel is the Managing Partner at Summit Financial Wealth Advisors in Lafayette, Louisiana, where he leads the firm’s strategic direction and client relationships. With a focus on comprehensive wealth management, he works closely with high-net-worth individuals and families, guiding them on investment strategies, retirement planning, and estate preservation.

David has served at Summit Financial Wealth Advisors since 2006, leveraging his expertise across various asset classes including equities, fixed income, and alternative investments. His approach emphasizes personalized financial planning for clients with complex needs in sectors such as oil & gas, real estate, and small-business ownership, reflecting the economic landscape of Louisiana.

He earned his Bachelor of Science in Business from the University of Southwestern Louisiana, specializing in management and marketing. Over his career, David has been recognized for building lasting client relationships and fostering trust, distinguishing himself as a leader in regional wealth advisory and contributing significantly to the financial well-being of his community.