Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Luis Flores

Senior Vice President–Wealth Management

Financial Advisor

Luis has over twenty five years of experience in the financial industry. As a Portfolio Manager at UBS Luis manages discretionary portfolios for UHN Clients. For more than 10 years he worked in Canada with the largest investment firm as Vice-President and Discretionary Portfolio Manager. He was part of an exclusive Private Management division where he specialized on managing discretionary porfolios for UHN Investors.

Registered States:
  • CA
  • CT
  • FL
  • IL
  • NY
  • PA
  • TX
  • WA

Credentials

  • Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-8620

Email Me

  • Elias Viola Profile Photo

    Elias Viola

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • IL
    • NY
    • PA
    • TX
    • WA

          1285 Avenue Of The Americas
          New York, NY 10019

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