As a wealth management consultant and financial planner, Lou feels his job is to help preserve and manage his clients’ wealth, then assist in passing on that wealth to future generations. He applies his breadth of investment knowledge to his role each day, working diligently to help those he serves achieve their personal financial goals.
As a CERTIFIED FINANCIAL PLANNERTM professional, Lou is dedicated to helping his clients work toward their financial objectives by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Lou currently focuses on portfolio management and financial planning for his team. Prior to joining Raymond James in 2018, he served as a senior vice president, investments, with Wells Fargo Advisors and their predecessor firms for 33 years. Lou earned his bachelor’s degree in education from the University of Georgia.
Lou is a member of the Financial Planners Association, UGA Letterman’s Club and St. Joseph’s Church, where he is a part of the Knights of Columbus. He formerly served as president of the Athens Rotary Club and was a former member of the St. Mary’s board of directors, where he served as finance chair.
Originally from Ohio, Lou makes his home in Athens with his wife, Betty. The pair have two children, Kinley, a pediatric nutritionist in Atlanta, and Collier, assistant director of sports nutrition and head of football nutrition at the University of Florida. Lou enjoys golfing, reading and fishing in his free time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.