Lindsay Harrison: Iberiabank Mortgage

At The Summit Group, our financial planning team will work with you through each stage of life to share with you our tools and financial advice. This process will place you on the path towards long-term financial success. We look forward to being able to guiding you in mapping-out your financial future.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

WealthPlus is a separate high-net-worth wealth management group under the BankPlus Wealth Management umbrella. Our group was formed in 2015, but our principals have been in the financial services business since 1987. We use LPL Financial as our broker/dealer, the nation’s largest independent service provider with over 16,000 financial advisors.”