Doug Daniel

Doug Daniel is a Partner and the Controller at Summit Financial Wealth Advisors in Lafayette, Louisiana, where he oversees the firm’s financial operations and plays a key role in strategic decision-making for client portfolios. As part of the leadership team, he is instrumental in guiding clients on wealth management, focusing on areas such as asset allocation, tax efficiency, and long-term financial planning.

With a strong background in accounting and more than a decade at Summit Financial, Doug has progressed through increasingly responsible positions, including Controller and Client Services Associate, demonstrating expertise in operational management for high-net-worth client relationships. He has developed proficiency in diversified asset classes, particularly equities, fixed income, and alternative investments relevant to comprehensive wealth strategies.

Doug holds a Bachelor of Business Administration in Accounting from the University of Louisiana, underpinning his analytical approach to investment and financial oversight. His contributions to Summit Financial include implementing best practices in compliance, risk management, and enhancing client service standards for the firm’s private wealth and family office clientele.