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Louis "Louie" Wilson, CFP®, CIMA®

Louis "Louie" Wilson, CFP®, CIMA®

Senior Planning Analyst

As a Senior Planning Analyst, Louis assists the Partners by preparing account reviews, retirement analyses, and proposed portfolios. Louis provides his expertise in the preparation of complex financial plans for our clients. In addition, Louis is a member of our Investment Committee and collaborates with in-depth market research and fund selections. Louis received his Bachelor’s degree in Economics from Towson University in 2019. Immediately following graduation, he passed his SIE and Series 7. He then obtained his CIMA® designation in 2022 and became a CFP® professional in 2023.

Education and Certifications
Bachelor’s degree in Economics from Towson University

Series 7 securities registered
Series 66 securities registered

Life and Health insurance licensed

CERTIFIED FINANCIAL PLANNER™ Professional*

*Louis Wilson maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not currently contracted to provide investment advisory or financial planning services directly to an LFA client.