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Louis E
Series 66
Brick, NJ
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Louis Esposito is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., Trans World Assurance, and Woodbury Financial Services. In addition to advisory work, he operates as an insurance agent specializing in non-variable insurance and serves as managing partner of Mendham Wealth Management, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.
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