My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Lou has been a long time supporter of Economics Arkansas for over 12 years, serving twice as both Chairman of the Board and Treasurer. This well represented Board helps guide the staff of Economics Arkansas, whose sole mission is to eliminate financial illiteracy among children in grades K-12. Lou also has provided teacher training for the Stock Market Game, which is sponsored by Economics Arkansas. This organization spearheaded the move to make financial education a required core subject for Arkansas High school seniors. 2014 will be the first year of graduates exposed to this course. Arkansas is one of 24 states to require financial education.
- 529 Plans
- Alternative Investments
- Asset Management
- Education Planning
- Estate Planning
- Family Consulting
- Financial Planning
- Life Insurance
- Long Term Care Insurance
- Retirement Planning
- Wealth Management
- Centenary College of Louisiana
- Vanderbilt University
- Series 7 license, Series 9 and 10 manager's license, licensed in life, annuity, disability and long term care insurance
- Present: Lou began his career in Oklahoma City, with E.F. Hutton. He moved to Little Rock and joined Morgan Stanley* in 1998.
Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.
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Family Assist - Helping Surviving Family Members Maintain Financial Independence. Do you need to revise your financial and estate plans to reflect new issues and concerns? See Financial Planning to read this guide.
People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.
BM/Supervisor; Securities Agent: AK, AR, AZ, CA, CO, FL, IL, LA, MI, MO, MS, NC, NE, OK, OR, PA, RI, TN, TX, UT; General Securities Representative; Investment Advisor Representative