Louis received his BBA in Finance in 1985 and his MBA in 1987 from the University of Louisiana at Monroe. Louis has completed a rigorous educational program sponsored by the Investment Management Consultants Association (IMCA) through the University of Pennsylvania Wharton School of Business, leading to the highly respected Certified Investment Management Analyst designation (CIMA) and has completed the IMCA sponsored Investment Strategist Certificate program. He has earned the Accredited Investment Fiduciary designation (AIF) and the prestigious Accredited Investment Fiduciary Analyst designation (AIFA) awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Louis began his career in 1988 working for IDS American Express and has long been an established leader in the fiduciary community. In addition to co-founding FPL Asset Management, he provided assistance in defining legislation under the Louisiana Uniform Prudent Management of Institutional Funds Act (UPMIFA) and has served as a forensic fiduciary specialist for Roland|Criss.
He and his wife Lori have been married for 29 years and have two grown children. He is an avid sportsman and enjoys the outdoors.
*1 This employee is an Investment Adviser Representative with Summit Financial Wealth Advisers and is not affiliated with Cetera Advisor Networks LLC.