Louis F. Body V, RICP®
Chief Investment Officer
Lou Body is a Retirement Income Specialist with decades of financial industry experience. He helps individuals, families, and small business owners prepare for and transition into retirement using his proprietary Advance Time Segmentation strategy. Lou reduces financial anxiety by simplifying the planning process and giving clients a clear, confident path into retirement while helping them stay on track throughout their lifetime.
Lou began his career on the floor of the New York Stock Exchange before moving into Senior Equity Sales Trading with DLJ and Credit Suisse. He holds Series 7, 63, and 65 registrations; is 2-15 insurance licensed; and earned the Retirement Income Certified Professional (RICP®) designation. A graduate of Harvard University, Lou competed in Varsity Ice Hockey and Varsity Golf before shifting his focus to financial services. He lives in the Jacksonville area with his wife Elizabeth and their three children.
Lou is a Registered Representative and Investment Advisor Representative of Cetera Wealth Services, LLC.