Lou Hery

Wealth Advisor, RJFS
Partner, Money at Work, LLC

Lou is a Partner at MAW LLC and is responsible for Investment Management and Business Development. He advises individuals, families and institutions with their financial planning and investment management.

Lou is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® designee. He holds a BS in Accounting and Finance from Merrimack College and an MS in Financial Planning from Bentley University.

Lou has spent his 20 year career working for several investment management firms (including Federated Investors and John Hancock Investments). In these roles Lou was directly responsible for the distribution of mutual funds, separately managed accounts, 401k retirement plans, and 529 college savings plans. He successfully consulted with Financial Advisors, Wealth Managers, and Bank Trust departments concerning their overall asset allocation and investment management strategies.

Lou, his wife Julie and their two sons live in Morristown, NJ and are very active in the Morristown community. Julie volunteers her time in the Morristown school system and Lou is a coach of baseball, hockey and golf. He serves on the Board of Governors for the Mount Tabor Country Club as Chairman of the Golf Committee and also runs their Junior Program.

In his spare time, Lou enjoys playing golf, hockey, reading, gardening and anything related to wine.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.