Lou is the co-founding partner of C2C Wealth Management, LLC. He began his career in 1995, with Dean Witter, in Wellesley, MA. Throughout his career he has gained vast industry knowledge while working at various prestigious Wall Street firms. His extensive career has given him a diverse skill set with extensive knowledge in all aspects of the economy, financial markets, and financial planning. Lou’s strongest traits are client service and the ability to educate his clients regarding all aspects of their investments and financial planning. He works with a number of certified specialists, in different fields, to provide his clients with a total financial analysis.

In 2004, while working as First Vice President at UBS, Lou was selected, among thousands of UBS financial representatives, to serve as an advisor to the many families of the 9/11 tragedy. Lou was selected due to his vast financial knowledge and ability to service the needs of his clients with compassion and patience.

Lou’s philosophy in setting up C2C Wealth Management is based upon an approach that the world of investments is complex and continually changing. It is up to each advisor to serve as a navigator and educator for his clients. Being an advisor is about being patient, knowledgeable, and ethical. It’s not about selling a product. The foundation of each client relationship is about trust, which is earned over time.

• Bentley University, B.A., 1993