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About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Learn About Me
John Luisi
Financial AdvisorA personal approach to investing
Investing and planning for a purpose
“My commitment as a financial advisor is understanding each clients’ unique set of values, principles and goals, to create a sustainable investment plan for generations.”
Personalized solutions for long-term investing
As the father of a young daughter with neuromuscular disabilities, John Luisi is acutely aware of the importance of not only growing but preserving assets beyond one’s lifetime. He holds firmly in the belief a long-term view is essential to successful investing and wealth accumulation. Investing and planning is a marathon, not a sprint. While the outcomes matter, John’s client believes first in the process and fundamental principles of a long-term investment strategy.
Background and experience
For over two decades, John has worked in financial services managing investment assets for institutional and individual clients. Starting in 1998, John served as Director of International Equities and Institutional Market-Maker for sell-side firm Natixis Bleichroeder Inc, managing daily principal risk of up to $100mm.
John then shifted to the buy-side industry holding roles of institutional trader and portfolio manager for long/short global macro hedge funds. His vast investment knowledge was gained through the experiences of navigating major market cycles for equities, fixed income, derivatives, currencies, and commodities across multiple regions.
In 2015, John decided to transition to an independent advisory practice to provide personalized financial services to a select group of affluent individuals,
households, and small businesses. With a commitment to objective, comprehensive financial advice, it was natural to align his practice to Wells Fargo Advisors
Financial Network. This relationship helps him provide his clients with access to experienced professionals within Wells Fargo affiliates and help ensure his clients receive the advice and service they require across their full financial life.
John received his BA degree from Dartmouth College while lettering in football and lacrosse. In addition to many applicable securities, insurance and supervisory registrations, John is a Registered Investment Advisor. John resides in West Islip, NY with his wife Jennifer and their “beyond special” daughter Ava.
Investing and planning for a purpose
“My commitment as a financial advisor is understanding each clients’ unique set of values, principles and goals, to create a sustainable investment plan for generations.”
Personalized solutions for long-term investing
As the father of a young daughter with neuromuscular disabilities, John Luisi is acutely aware of the importance of not only growing but preserving assets beyond one’s lifetime. He holds firmly in the belief a long-term view is essential to successful investing and wealth accumulation. Investing and planning is a marathon, not a sprint. While the outcomes matter, John’s client believes first in the process and fundamental principles of a long-term investment strategy.
Background and experience
For over two decades, John has worked in financial services managing investment assets for institutional and individual clients. Starting in 1998, John served as Director of International Equities and Institutional Market-Maker for sell-side firm Natixis Bleichroeder Inc, managing daily principal risk of up to $100mm.
John then shifted to the buy-side industry holding roles of institutional trader and portfolio manager for long/short global macro hedge funds. His vast investment knowledge was gained through the experiences of navigating major market cycles for equities, fixed income, derivatives, currencies, and commodities across multiple regions.
In 2015, John decided to transition to an independent advisory practice to provide personalized financial services to a select group of affluent individuals,
households, and small businesses. With a commitment to objective, comprehensive financial advice, it was natural to align his practice to Wells Fargo Advisors
Financial Network. This relationship helps him provide his clients with access to experienced professionals within Wells Fargo affiliates and help ensure his clients receive the advice and service they require across their full financial life.
John received his BA degree from Dartmouth College while lettering in football and lacrosse. In addition to many applicable securities, insurance and supervisory registrations, John is a Registered Investment Advisor. John resides in West Islip, NY with his wife Jennifer and their “beyond special” daughter Ava.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.