PRIVATE ADVISOR
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.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Equal Housing Lender. Member FDIC. NMLS# 608046