Louis is a Private Advisor with more than 20 years of financial services experience. He and his team of specialists work with clients in a holistic manner, providing comprehensive financial planning, portfolio management, risk management, and estate and asset transfer strategies.
Born and raised in Florida, Louis graduated with a Bachelor’s degree in Finance from the University of Florida. Louis is married with three children, and his wife is a teacher at John Carroll Catholic High School in Fort Pierce.
Louis holds the FINRA Series 7, 63 & 65 securities registrations with LPL Financial and a Florida Life, Health and Variable Annuity Insurance license. Louis has helped his clients navigate through a variety of financial challenges that they face every day, and will explore a wide range of financial options to help you make the most of your relationship with Seacoast Investment Services.