About Hugh Fisher
Hugh has over 30 years’ experience working with affluent professionals, business owners and their families. He was named *Forbes Magazine’s list of Best-in-State Wealth Advisors for 2020 and 2021 and has been named to his firm’s President’s Council over 20 times throughout his career. He splits his time between offices in Naples, Fl and Lafayette, LA.
Because of his attention to detail and ability to listen to his client’s needs, he has built lifelong relationships which extend beyond basic investment management. Hugh prides himself on delivering ‘high touch’ service, focusing on:
Wealth planning / management
Tax efficient portfolio management
Business succession planning
Estate planning strategies
Cash management / lending products
401K rollovers
Hugh studied Economics at College of Santa Fe, New Mexico and completed his undergraduate degree from McNeese State University with a Bachelor of Science in Business Administration. In addition to all industry standard licenses, Hugh holds his Series 3 Commodities license and is a Certified Exit Planning Advisor (CEPA).
AR insurance# 4773374
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Securities Agent: TN, OK, ME, IN, GA, MS, OH, MA, KY, FL, VT, VA, TX, AR, LA, CO, NJ, CA, AL, SC, IL, ID; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
AR Insurance License #: 4773374