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. He was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors†.
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.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.