Investing is a passion for Louise, and she enjoys sharing her knowledge with clients so they not only understand how to position their portfolios — but why. From her perspective, demystifying the complex, ever-changing investment world helps clients enjoy greater confidence in their financial futures, rather than worrying about current headlines or market volatility. Whether Louise is explaining benefits packages to a retirement plan’s employees, assisting with an individual’s 401(k) or helping families plan for intergenerational wealth, this educational foundation guides her client service.

Louise holds a B.S. degree in International Business from Auburn University, a Florida resident agent’s license in life insurance and variable annuities, and is a Certified Plan Fiduciary Advisor^® designee. Prior to joining Merrill Lynch Wealth Management in 2010, she spent more than 20 years working for Wall Street firms including Salomon Brothers, Bear Stearns and Paine Webber.

As a Delray Beach native and current resident with her husband John and son Slane, Louise actively supports her community and served on the board of The Crossroads Club.  She is a member of the Junior League of Boca Raton, Impact 100 Palm Beach County, The Delray Beach Public Library, Delray Beach Historical Society and St. Vincent Ferrer Catholic Church.