Broker Check
Luis Heredia

Luis is a Partner at Paramount Financial Partners. He started his career with Equitable in 2021 after graduating from Marquette University and working in Europe for the largest private bank in Spain “Banco Santander”. He currently holds his FINRA Series 7 and 66 registrations and WI Accident &Health, Life and Variable Licenses. In 2024, Luis joined an experienced group of financial professionals at Paramount, which consists of Financial Professionals registered and licensed with Equitable Advisors and Equitable Network who are distinguished for maintaining a high standard of experience and service.

With over 5 years of experience in the financial services industry, Luis Heredia understands the importance of developing customized strategies for each of his clients based on their needs. Luis provides financial planning, wealth protection and estate planning strategies through a broad range of financial products and insurance-brokerage affiliate, he can offer a wide range of financial products and services, including the insurance and annuity products of Equitable Life Insurance Company (NY,NY) and a variety of well- known unaffiliated carriers.

Prior to his time in college, Luis has spent his entire life in Madrid, Spain. Luis and his fiancée Meghan, live downtown Milwaukee. During his free time Luis is an avid tennis player and padel player who continues to participate in ITF Pro Tennis Tournaments and USPTA amateur tournaments throughout the year. Luis is fluent is French, Spanish and English as is currently involved with HPGM (Hispanic Professionals of Greater Milwaukee).