A native of Havana, Cuba, he came to the United States in 2003 and settled on Florida’s Gulf Coast a year later. Luis began his financial career in 2006 as a teller at Regions Bank. In 2008 he moved to Northern Trust, where he remained for ten years. He was a member of the banking platform there until 2012, when he was promoted to investment associate. He became a senior investment associate in 2014, working with a team of multidisciplinary investment professionals.
Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which provides an intensive, in-depth program focusing on trust matters. Luis joined Caldwell earlier this year as a trust associate and is based in the Sarasota office.
While with Northern Trust, Luis earned a bachelor’s degree in finance from the University of South Florida, became a U.S. citizen, and began classes towards his MBA at USF. The Bradenton resident is continuing his classes while working at Caldwell. To contact him call 941.926.9336 or email email@example.com.