Managing Partner | Wealth & Retirement Strategist

Helping individuals, families, and business owners navigate important financial decisions with clarity and confidence.

Louis combines a strong foundation in business, finance, and strategic planning with a passion for helping clients make thoughtful financial decisions. He earned both a Bachelor of Science in Business Administration and an MBA with dual concentrations in Finance and International Business from Wagner College.

Louis works closely with individuals, families, executives, and business owners to simplify complexity and develop personalized strategies aligned with their goals, values, and vision for the future. Whether preparing for retirement, navigating a major life transition, protecting loved ones, or building a lasting legacy, his focus is on helping clients create a clear path forward.

His approach is built on thoughtful planning, ongoing education, and meaningful relationships that evolve alongside clients' changing needs. In addition to advising clients, Louis has spent years mentoring and developing financial professionals, reflecting his commitment to leadership, continuous learning, and service.

Louis holds Series 7, Series 66, and Series 24 registrations, along with Health and Life Insurance licenses. He also earned a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania, strengthening his expertise in retirement income planning, risk management, and retirement transition strategies.

Whether you're planning for retirement, navigating a life transition, or building toward long-term goals, Louis is committed to helping you move forward with clarity, confidence, and purpose.

louis.simone@themilestonegroup.com | (732) 770-7597