Paul Guidry Joins Focus Partner Firm Summit Financial Wealth Advisors, Establishing Summit’s Presence in New Orleans
October 25, 2022
Guidry and the Summit team share a similar philosophy and approach to providing fiduciary advice to their clients. Summit will provide Guidry and his clients access to their advanced technology and their investment management and client service teams, as well as other resources. Summit will also facilitate continuity of service for clients over the next several years.
Guidry has over 20 years of experience providing wealth management services to individuals and families. He specializes in financial planning and investment management, and also has expertise in delivering these services to small businesses and their executives. He will continue to serve clients in the greater
"Paul is a well-respected advisor who has been delivering investment and wealth management advice to clients throughout the greater
"I am in this business to help give my clients peace of mind throughout their financial lives," added Guidry. "Joining forces with Summit not only solidifies a succession solution for my clients, but also provides them with the enhanced technology and other resources as their needs become more complex. I am very excited to start working with the Summit team."
"We are pleased that Paul has joined the Summit team," said
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Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the
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P: +1-646-813-2909
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P: +1-646-560-3999
carestia@focuspartners.com
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https://www.accesswire.com/722193/Paul-Guidry-Joins-Focus-Partner-Firm-Summit-Financial-Wealth-Advisors-Establishing-Summits-Presence-in-New-Orleans