To perform comprehensive due diligence of the Wealth Management solutions offered by MMLIS, as well as analyze current market and economic conditions that could impact client’s achievement of their goals and objectives.
To stay up to date with platform performance, product details, and overall economic and market knowledge.
Lou's expertise began on Wall Street and extends to "Main Street." His knowledge of investment and Financial Services expands thorugh Private Wealth Management, Corporate Retirement Planning, Retirement Income Distribution Planning, and Financial Planning. Lou and his team are devoted to analysis, due diligence, ongoing review, and providing current economic and market commentary to clients.
As Investment New Business Coordinator, Laura brings immense knowledge and experience with the MMLIS Wealth Management processes, capabilities, and procedures. Laura supports the Wealth Management Team in Providing investment strategies, proposals, and research, as well as education and resources to advisors and to their teams.