Lou works closely with clients to craft investment strategies that are tailored to their individual needs and goals, keeping them abreast of any changes to their plan as their lives and the markets evolve. He is knowledgeable in comprehensive financial planning services including asset allocation and portfolio management. Compassionate and trustworthy, Lou enjoys helping clients understand the markets and make sound financial decisions.
Before joining our team, Lou was a senior vice president, investments, at Paine Webber and Dean Witter Reynolds. He joined Raymond James in 2009 and has been named to the Raymond James Chairman’s Council each year since 2011*.
He earned a bachelor’s degree in English with a minor in economics from Bridgewater State College. In 2015, Lou was awarded an honorary doctorate in public service from Bridgewater State University, where he was formerly a chairman and member of the board of trustees. He is also a former chairman for the Bridgewater State University Foundation.
Lou is an active leader in his community and is a current member and past president of the board of directors for the Boys & Girls Club of Taunton. He recently served as a member and president of the board for the Heritage Museum and Gardens of Sandwich, is a member and past president of the Rotary Club of Taunton, and is a former vice chair of the Massachusetts Board of Higher Education.
Lou was the recipient of the Good Scout Award from the Annawon Council of the Boy Scouts of America and the Boys & Girls Club of America National Medallion in 2009. He has also been recognized by Rotary International as a Paul Harris Fellow and named 2008 Man of the Year by Community Cares of Taunton.
An avid coin collector and bibliophile, Lou also enjoys playing the guitar and piano. Originally from Worcester, he lives in Lakeville with his wife, Malina.
* Membership is based on fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.