Fred Werner

Fred Werner is a Portfolio Manager at Summit Financial Wealth Advisors, LLC, based in Lafayette, Louisiana, where he brings decades of expertise in wealth management and investment advisory services. In this role, he oversees client portfolios, focusing on asset allocation, risk management, and tailored investment strategies for individuals and families. His responsibilities include analyzing market trends and ensuring clients' financial goals are met through personalized planning.

Fred specializes in multi-asset portfolio construction, with particular emphasis on equities, fixed income, and alternative investments for high-net-worth clients and retirees. His investment approach covers sectors ranging from domestic and international equities to municipal and corporate bonds, reflecting a broad, diversified mandate shaped by his extensive experience.

Before joining Summit Financial, Fred served as Senior Financial Advisor at Legg Mason, and previously as Manager at E.F. Hutton, building a reputation for prudent advice and portfolio management since 1976. He is an alumnus of Louisiana State University and The University of Georgia, and is recognized for his significant contributions to the financial advisory field, helping Summit Financial earn recognition as one of the top firms nationally.