Luis Pelaez, CFP®
Assistant Vice President, LPL Financial Advisor
Luis Pelaez is an Assistant Vice President at American National Bank of Texas and Financial Consultant with the Wealth Management Group Division where he has been employed since May 2014.
When asked about his philosophy to investing, Luis states, “Customer service drives everything I do. Building solid relationships with my clients and using the best industry resources available is the route I take to guide my client’s to financial success.”
In his current role, Luis’ responsibilities are centered on providing sound financial advice to his clients, ultimately leading them to better financial situations. “I understand how important it is to being a trusted steward of my clients’ money,” Luis said. “People are expecting me to help manage the money that they have spent a lifetime accumulating. I do not take that responsibility lightly. The main goal is to set my clients up for success no matter what their goals may be.”
Just as he has a passion for helping people work toward their financial goals, he is just as sincere about being active in the community. Luis is a member of both the Terrell and Kaufman Chamber of Commerce and is also the Treasurer for the Terrell Rotary Club. In his free time, he enjoys reading, racing motorcycles, teaching motorcycle safety, and playing the guitar.
Luis received his bachelor’s degree in biological sciences from Clemson University and also has a Certificate in Financial Planning that he received from Southern Methodist University. He also holds the following professional designations, registrations and licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and 66 registrations with LPL Financial
Life, Accident & Health Licenses
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, GA, HI, MT, NC, OK, SC, TX, WY
Check the background of this investment professional on FINRA's BrokerCheck