PRIVATE ADVISOR
As a Private Advisor with over 20 years of financial services experience, Louis helps clients navigate a variety of financial challenges. His team of financial specialists provide services in financial planning, risk management, portfolio management and estate and asset transfer strategies.
Louis is a Florida native with a Bachelor's degree in Finance from the University of Florida. He 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.
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