CFA designation (Chartered Financial Analyst)
BA in Political Science and Economics from University of MA-Amerherst
MBA in Finance from Northeastern University
FINRA Series 7, 63
Life, Accident, and Health
Louise Chauncey, CFA
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.