Sign in
MP

Michael Pharr

Partner at Summit Financial Wealth Advisors, LLC

Lafayette, LA , United States

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

OrganizationRoleDate RangeDetails
Summit Financial Wealth AdvisorsPartnerFeb 2006 to Present
Legg MasonVice President-InvestmentsSep 2001 to Feb 2006
Paine WebberFinancial AdvisorSep 1997 to Sep 2001

Education

Louisiana State University

1987 1993

Skills & Expertise

Investments
Accounting
Finance
Due Diligence
Retirement Planning
Investment Strategies
Estate Planning

Others at Summit Financial Wealth Advisors, LLC (5)

NameRoleLocation
David Daniel
David Daniel
Managing PartnerLafayette, LA , United States
Doug Daniel
Doug Daniel
PartnerLafayette, LA , United States
Fred Werner
Fred Werner
Portfolio ManagerLafayette, LA , United States
Todd Lambert
Todd Lambert
PartnerLafayette, LA , United States
Louis Ray
Louis Ray
PartnerMonroe, LA , United States

Similar Fund Managers

NameRoleFundLocation
J Baldwin Montgomery
J Baldwin Montgomery
PartnerWaters Parkerson & Co. LLCNew Orleans, LA , United States
A
Apma Matt Rodrigue
Chief Investment OfficerTruwealth Advisors, LLCNew Orleans, LA , United States
Jackson Young
Jackson Young
TraderTruwealth Advisors, LLCNew Orleans, LA , United States