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201.836.2460

mluis@rmrwealth.com

Office:
New Jersey
111 Grove Street
Suite 203
Montclair, NJ 07042

Michael Luis

Trading & Reporting Specialist

Michael is a fully licensed financial professional, ready to help and explain anything regarding your accounts at RMR Wealth. He has been with the company since 2013 and has worked his way from intern to one of the members of our investment committee. After taking his series exams Michael has been responsible for executing the majority of the day to day trading activities.

As a member of the investment committee, Michael’s main focus is to help our team make informed investment decisions to help our clients allocate their accounts correctly. Once a decision is reached Michael is in charge to make sure our clients' accounts are in the best position for their near term and long term goals.

Michael Luis was born in New Jersey; his parents were originally both from Portugal and moved to the United States in 1985. He lived in Linden New Jersey for most of his childhood and attended Rutgers for his Finance degree. His main hobby after 2018 has been taking care of his dog named Tucker; this dog is one of his main talking points around the office.

Michael serves as the Trading & Reporting Specialist of RMR Wealth Builders, Inc. He maintains the FINRA Series 7 and 65 registrations along with is Life & Health Insurance licenses. He is currently a CFA candidate.