As a Senior Planning Analyst, Louis assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses and proposed portfolios. Louis provides his expertise and assistance 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. Prior to joining MWA, he worked for a financial services firm in Columbia, Maryland. He served as a Financial Advisor assisting individuals with their retirement and overall financial planning.
Education and Certifications
Bachelor’s degree in Economics from Towson University
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed