About
Michael Pharr is a Partner at Summit Financial Wealth Advisors in Lafayette, Louisiana, where he provides comprehensive wealth management and investment advisory services to high-net-worth individuals and families. As a CFP® professional, his key responsibilities include portfolio construction, retirement planning, and overseeing client relationships, focusing on a disciplined approach to asset allocation and long-term financial strategy.
He has extensive experience across multiple sectors, including equities, fixed income, and alternative investments, with specialized expertise in crafting diversified portfolios tailored to individual client objectives. Michael’s background includes significant tenures as Vice President-Investments at Legg Mason and as a Financial Advisor at Paine Webber, where he developed his proficiency in securities selection and risk management.
Michael holds a degree from Louisiana State University and is recognized for his commitment to fiduciary standards and holistic financial planning. Over his 25+ year career, he has guided clients through complex market environments and contributed to the development of best practices in financial advisory within the Louisiana wealth management community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Financial Wealth Advisors | Partner | Feb 2006 to Present | — |
| Legg Mason | Vice President-Investments | Sep 2001 to Feb 2006 | — |
| Paine Webber | Financial Advisor | Sep 1997 to Sep 2001 | — |
Education
Louisiana State University
1987 — 1993
Skills & Expertise
Others at Summit Financial Wealth Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Lafayette, LA , United States | |
| Partner | Lafayette, LA , United States | |
| Portfolio Manager | Lafayette, LA , United States | |
| Partner | Lafayette, LA , United States | |
| Partner | Monroe, LA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Waters Parkerson & Co. LLC | New Orleans, LA , United States | |
A Apma Matt Rodrigue | Chief Investment Officer | Truwealth Advisors, LLC | New Orleans, LA , United States |
| Trader | Truwealth Advisors, LLC | New Orleans, LA , United States |