As a Managing Director Luis brings more than 26 years’ experience in the financial services industry helping clients strategically pursue their goals. He is dedicated to working closely with families, business owners and institutions to craft personalized financial strategies. He focuses on investment management, financial planning, and business development. Luis leads the Madison Street Wealth Advisors Investment Strategy committee and has a commitment to providing a cohesive vision to the client investment process.
Before joining Raymond James, Luis was an Associate Vice President of Investments with Prudential Securities. He also brings extensive experience in corporate finance and has held positions at Westinghouse Electric and The Limited, Inc. He earned a bachelor’s degree in finance from the University of Central Florida.
Originally from Melbourne, FL, Luis lives in Huntsville with his wife, Laurie, and son Michael.