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Luis Cortez
Financial Adviser 109 South Harris Street, Suite 220
Phone: (512)671-7526 ext. 108
As I financial professional Luis brings a wealth of knowledge and experience to Chisholm Trail Financial Group. His mission is to serve his community by improving the qualify of life of his clients through financial education. He provides an all encompassing relationship that focuses on the client and revolves around trust and service.
Luis works primarily with medical professionals and small business owners but is passionate about helping everyone who seeks his advice as a trusted professional. With a focus on wealth management and comprehensive financial strategies, he is determined to make a positive impact in every client that he works with by adding value to their lives.
Being an advocate for a strong business community Luis is involved with several chambers of commerce and is an Ambassador and Williamson County Liason for the Greater Austin Hispanic Chamber. He also serves on the Texas Exes Alumni Steering Committee and is currently the chair for alumni outreach. Luis is a member of the Seton Circle as well as the Seton Forum, a service and awareness-based group focused on aiding The Seton Family of Hospitals in their pursuit of healthcare excellence for everyone, regardless of the ability to pay.
Luis and his wife Lydia, who is an RN, make their home in Cedar Park with their two boys Tristen and Tayten. They enjoy camping, outdoor activities, baseball and cooking and entertaining when the opportunity presents itself. He also played baseball for The University of Texas and was a pitcher on the Longhorns 2002 National Championship team. Along with the pride and glory of being a Longhorn Luis also graduated from The McCombs School of Business with a Bachelor’s Degree of Business Administration in Finance and looks forward to continuing his education. He currently holds his Series 7, 63, 65 and Life Health and Accident Insurance Licenses.
Luis Cortez is a registered representative of New England Securities. Securities products and investment advisory services offered through New England Securities Corp., (member FINRA/SIPC). New England Financial is the registered mark for New England Life Insurance Company and related companies. Chisholm Trail Financial Group is a separate entity of New England Securities. New England Securities and New England Life Insurance Company are affiliates.
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About Us
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109 South Harris Street, Suite 220 Phone: 512-671-7526 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.