Louis Vision

About Louis Vision

I have over 20 years of experience as a Financial Advisor to individual households and small business owners. I take a holistic, planning-based approach in my relationship with my clients by developing a financial roadmap (or plan) that addresses their specific goals and concerns. Once my client\'s financial plan is established, the discussion centers on developing an investment strategy that builds confidence to know their expectations and risk tolerance are understood. I meet periodically with my clients to discuss their thoughts, questions and concerns relative to their portfolio and our progress in acheiving financial independence. My team places a high level of emphasis on delivering exceptional service to my clients and our expectation is to respond to any client question within 24 hours. Specialties: I specialize in assisting clients coming out of divorce or recently widowed, in organizing their personal finances and developing a financial plan to achieve their goals and overcome their concerns. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Experience

1. Vice President, Investments

   Raymond James

   Jan 2010 — Present · The Greene - Dayton, OH, US

   Whether you are already retired or planning for it.growing your business or preparing to sell it.at the peak of your career or suddenly changing course in life.my independent approach to help you pursue your financial goals is centered on this commitment:\"Trusted Advice and Exceptional Service.\"As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, attitudes, preferences and goals. Your portfolio will be designed to account for change, both in the financial markets and in your life circumstances so that it will work with you and for you at every stage of your life.My approach to investing is simple: I focus on becoming your partner in building the future you desire. I will carefully explain your customized investment strategies so that you will be comfortable with all aspects of your financial plan. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through trusted advice, sound risk management, quality investment products, and exceptional personal service.My branch address is: 50 Chestnut Street Suite 200 in Dayton, OH 45440 (at The Greene).My phone number is:(93••••••00.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC.

Education

• Wright State University

  M.B.A., Finance

  1992 — 1995

• Drexel University

  B.S., Mechanical Engineering

  1985 — 1990