Chad Dufrene
 
Partner

Chad has over 30 years of experience in meeting clients' special needs, as well as those of their private business or practice.  He served the needs of privately held middle market businesses in the Houston, Texas market during the first 10 years of his career as a Commercial Banker. Chad has focused the past 20 years on the needs of high net worth and ultra-high net worth families in Louisiana and Mississippi. Prior to co-founding Gulf Point Advisors, he was a Senior Private Banker with J.P. Morgan for six years, where in addition to his client management responsibilities, he managed the local Analyst and Associate programs.  Chad was a Senior Vice President with Bank of America/U.S. Trust prior to joining J.P. Morgan.

Chad is a native of Boutte, Louisiana and a summa cum laude graduate of Louisiana State University in Finance.  He holds Series 7 and Series 63 licenses through LPL Financial.  He is an active volunteer for the Boy Scouts of America Southeast Louisiana Council, where he serves on the Executive Board, and received the Silver Beaver award in 2008.  Chad enjoys hunting and fishing in the coastal marshes of south Louisiana in his spare time.  He and his wife, Tara, reside in Luling and have three adult children.  

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SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 

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GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

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