With more than 35 years of experience in financial services, Luis brings a new perspective to the group, having worked in retail banking his entire career. His extensive experience in branch management allows him to assist this group of top wealth advisors in the management of their practice. Luis is responsible for the proper execution of the firm’s Operational Calendar and related activities by ensuring that business objectives are met. Luis develops and implements company policies and procedures as well as ensures compliance with these procedures. He provides leadership and guidance to the internal team by customizing an individualized career path for each teammate as well as coaching. Luis is responsible for administering human resources processes at the firm to include recruiting, hiring, performance reviews and management action as needed. Luis has always valued team success over any personal accomplishments and feels very fortunate to be part of the PCG team. As Henry Ford once said, “Coming together is a beginning. Keeping together is progress. Working together is success.”
Luis Quintero, Jr. provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.