Louise is a First Vice President, Senior Financial Advisor with The HTG Group in the Delray Beach Merrill office. Louise focuses on advising corporations and small businesses manage their retirement benefit programs through 401(k) and other retirement planning tools. Louise also works with individuals, families, and businesses to create custom wealth management strategies specific to the needs of each individual. Louise holds the Certified Plan Fiduciary Advisor, CPFATM designation.
She supports a number of charitable organizations in the area with her time and money. She is a member of the Junior League of Boca Raton. She is an active volunteer at St. Vincent Ferrer Catholic Church. Louise is a graduate of Auburn University, AL, with a B.S. degree in International Business. She has been in the financial services industry since 1988, and has been with Merrill since 2010. She is a native of Delray Beach and currently lives there with her husband and son.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.