As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

I worked for 7 years with Morgan Stanley before joining Wells Fargo Advisors. I hold a Bachelor’s degree in International Business from the University at Buffalo. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Active in the local community, I participate in many civic and community organizations. My wife Diane and live in Tappan, NY with our Children Emilia and Louis.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

With 28 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Broker with Prudential. In 2005, I joined Morgan Stanley, where I worked for 14 years. I then moved my financial practice to Wells Fargo Advisors in Pear River.  I have served New York/New Jersey-area investors for 28 years and look forward to helping them meet their financial goals for many years to come.

I have earned a Master’s degree in Business from Pace University In addition to applicable securities registrations, I hold the Certified Financial Planner Designation.

Away from the office, I also enjoy traveling and music.  My wife Eileen and I divide our time between in Haverstraw, NY and Boynton Beach, FL.

An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

Luis has over 20 years of industry experience and has been with the Wells Fargo Advisors for over 2 years. He plays a key role in day-to-day operations and implementation of investment plans. His dedication and loyalty is unmatched. He focuses on providing the highest level of client satisfaction and is committed to ensuring every client is given the attention they deserve. He holds his Series 7 and 63 securities licenses. Luis lives in West Nyack with his wife and his three sons.