Seacoast Investment Services
SENIOR VICE PRESIDENT
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 are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit