Louis Ray

Louis Ray is a Partner at Summit Financial Wealth Advisors, based in Monroe, Louisiana, where he provides strategic leadership and personalized wealth management solutions for high-net-worth individuals and institutional clients. He holds both the CIMA® (Certified Investment Management Analyst) and AIFA® (Accredited Investment Fiduciary Analyst) designations, demonstrating a commitment to fiduciary standards and best practices in investment management.

Ray’s investment expertise spans traditional and alternative asset classes, with a focus on equities, fixed income, and multi-asset strategies for portfolio construction and risk management. He works closely with clients to design custom investment portfolios that address complex financial objectives, leveraging his broad understanding of the advisory landscape.

Prior to joining Summit Financial in 2015, Ray served as Managing Member at FPL Asset Management for over a decade, where he specialized in asset allocation and institutional consulting services. He earned an MBA from the University of Louisiana at Monroe, complementing his industry certifications with advanced academic training in finance and business administration.