Client Service Specialist
Louis joined Mercer Advisors in August of 2019. Lou had a desire to pursue a career in wealth management and financial planning since the age of 7. Prior to joining Mercer Advisors, Lou worked for 5 wealth management firms, while obtaining his Bachelor’s degree in Business Administration with a concentration in Finance from Boston University’s Questrom School of Business. While attending Boston University, Lou founded the Financial Planners Association of Boston University, the first and only student organization committed to wealth management, financial planning, and financial literacy. During his last semester before graduating in May 2019, Lou interned at AdvicePeriod, a registered investment advisory firm in Los Angeles, during which he obtained his FINRA Series 65 license.