Luis Avila

Wealth Management Consultant

Luis Avila is a wealth management consultant at Avantax Wealth Management, where he provides advisors with guidance and education on various offered products, analyzes client portfolios, and stays informed on current market and product trends in order to best help advisors provide financial solutions for their clients. He began his career at Avantax in 2016 and values being able to play a role in helping individuals keep the promises they make to themselves and to others.

Luis received his Bachelor of Business Administration degree in finance and his Master of Business Administration degree from New Mexico State University, where he received an athletic scholarship to play tennis. The financial services industry appealed to him because it allows him the opportunity to work with both numbers and people, and he enjoys being able to assist advisors in helping their clients save, invest and achieve their desired retirements. He began his career as a financial advisor in El Paso, Texas, where he worked at Merrill Lynch for more than two years. He then headed to the Northeast, where he served as an internal wholesaler and sales desk manager at Sun Life Financial in Boston. After more than three years at Sun Life, he returned to Texas — and to his role as a financial advisor — and worked at BBVA Compass in Dallas prior to joining Avantax. He finds it very rewarding that his current role enables him to help and educate those he serves about the importance of financial planning. He has passed his FINRA Series 7, 24 and 66 exams.