Education:
CFA designation (Chartered Financial Analyst)

BA in Political Science and Economics from University of MA-Amerherst

MBA in Finance from Northeastern University 

Licensing:
FINRA Series 7, 63
Life, Accident, and Health
 

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting


 

Affiliations:
 

 

Louise Chauncey, CFA
Financial Advisor

louise.chauncey@commonwealthfg.com
Tel: 843.884.4545
Fax: 843.884.4514

 

Louise joined the Commonwealth team in 2017. As a seasoned investment professional, she brings 30 years of experience working with high net worth individuals and small not for profit organizations. Louise works closely with clients to develop a sound strategy, appropriate asset allocation, portfolio implementation and ongoing client relationship.

In addition, she can assist her clients with:

  • Comprehensive Fee-Based Financial Planning
  • Family Wealth CounselingDebt Management Strategies
  • Wealth Accumulation
  • Retirement Strategies

Louise is able to offer advice and implementation of strategies by providing access and services based on an independent platform.

Louise has her CFA designation (Chartered Financial Analyst), received her BA degree in Political Science and Economics from the University of MA- Amherst and her MBA in Finance from Northeastern University. In addition she has her FINRA Series 7, 63 and life insurance licenses. She is a Registered Representative and Investment Advisory Representative of Securian Financial Services, Inc.

Louise splits her time between Daniel Island, SC and Boston, MA.

Commonwealth Financial Group is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses owners with which it works.

 

* This should not be considered tax or legal advice.  You should consult a tax or legal advisor regarding your individual tax situation. 

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Commonwealth Financial Group is independently owned & operated.  DOFU 06-16-16 1526720