Leo Pitre
Founder
Leo is the founder of Allegiant Wealth Management Group. With over 25 years of experience, he oversees the entire financial planning process as well as liability management for clients. His role includes focusing on asset management for the firm and making investment decisions for alternative investments, mutual funds, non-traded REITS, structured products, business development corporations, and annuities.
Prior to founding Allegiant Wealth Management Group, Leo was an advisor with Pitre Talbot Wealth Management Group, Hibernia Investments and Capital One Investments. Leo is frequently described as deeply focused and someone who cares greatly about working toward the success of his clients. When not in the office, you will find Leo, his wife Leslie, and their children enjoying the outdoors together.
Designations:
- Awarded designation of CERTIFIED FINANCIAL PLANNER® Professional by the Certified Financial Planner Board of Standards, Inc.
- Registered General Securities Principal (Series 24 securities registration)
- Licensed Insurance Agent (Life, Health, and Variable)
Professional History:
- Founder, Pitre Talbot Wealth Management Group
- Vice President, Hibernia Investments
- Vice President, Capital One Investments
Member of the following organizations:
- CASA (Court Appointed Special Advocate) Houma-Terrebonne (former member)
- SCIA (South Central Industrial Association)
- Houma-Terrebonne Chamber of Commerce
- Rotary Club of Thibodaux
- Thibodaux Chamber of Commerce
- Assumption Parish Chamber of Commerce
- BIG (Bayou Industrial Group)
- St. Francis Men's Group
- St. Francis Food for Spirit
- Former Big Brothers, Big Sisters Advocate
- Former Chairman of the American Heart Association Heartwalk
- Founder of the Harrison T. Pitre Foundation
Education
- Bachelor degree from Nicholls State University
- Master of Business Administration from Nicholls State University