Luis joined Frost in 2018 and has over 3 years of experience in the financial services sector.
Luis’s primary responsibilities are to develop and maintain investment management relationships for the adviser and provide client-focused service to the firm’s diverse accounts across the country. In addition, he maintains and gathers necessary market data to assist raising and retaining assets for the Adviser.
Prior to joining the Adviser in 2019, he worked in Frost Brokerage Services. Previously, he was a Financial Professional at NYLIFE Securities LLC the broker/dealer division for New York Life Insurance Company.
Luis earned a Bachelor’s of Science degree from The University of Texas at Austin.