Primary Location
West Lake Forest
810 South Waukegan Road
Lake Forest, Illinois 60045
847.482.8469 Direct
800.367.3409 Toll-free
866.870.3201 Fax
Map ► Directions ►
As a Financial Advisor, Lou Mancusi takes pride in providing customized investment solutions for high net worth clients. He offers a full suite of products and programs and helps his clients develop strategies tailored to their unique needs and objectives. Committed to a collaborative and comprehensive approach, Lou is focused on understanding the entirety of his clients’ circumstances and ensuring their financial strategy reflects their long-term goals, risk tolerance, income/tax considerations, and overall investment allocation. With over 20 years in the industry, he provides a variety of wealth management services, including individually managed accounts, retail brokerage, estate planning, wealth transfer strategies, and insurance products. Lou also works with business owners to address their distinct needs, such as 401(k) and pension plans, succession strategies, and insurance planning. The cornerstone of Lou’s philosophy is built upon helping his clients through sound judgment, disciplined advice, hard work, and sincerity. Lou leads his own Wealth Management Team with the help of Corrine Ballmann and Lauren Greene-Holwell.
Lou received a BA in Finance from Loyola University of Chicago’s School of Business and holds FINRA Series 7, 63, and 66 Licenses as well as Life and Variable Contracts Insurance Licenses. He resides in Long Grove, Illinois with his wife, Dalia, and their three daughters, Analisa, Olivia, and Elizabeth.
The Lou Mancusi Team is led by Lou Mancusi with support from Corrine Ballmann and Lauren Greene-Holwell.
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