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Chad Soileau

Practice Management Consultant

Chad Soileau has over 15 years of experience in the financial services industry serving in various roles as Financial Advisor,Regional Sales Manager and Registered Principal. He currently maintains his series 4, 6, 7, 24, 26, 53, 66 and Louisiana Life, Health and Disability licenses. Throughout his career he has worked at several institutions;including, J.P. Morgan Chase, Iberia Bank/ Financial, Hancock Whitey Bank/Investments, Metlife and Prudential.

As the Practice Management Consultant, Chad’s role will primarily focus on practice development, advisor development and agency growth.Chad will work to connect advisors and their teams to strategies and solutions that will help them reach both their long- and short-term goals.

Within this role,Chad will also play a pivotal role in the development of practice acquisitions,continuity plans and succession planning throughout the Advisor Network.

Chad is a native of Opelousas, LA. , but has called Lafayette home for the past 20 years. He and his wife Tiffany have been married for 22 years and have two children, Collin (16) and McKenzi (21).

As a sports enthusiast, he enjoys attending and watching collegiate and pro sporting events as well as cooking, traveling and entertaining close friends and cherished family. Chad also actively supports several organizations such as St. Jude, The United Way and Holy Cross Catholic Church.