Financial Advisor
Current
Oct 2017 - Present
AeroLeads people directory · profile
Dennis Ortiz-Luis Email & Phone Number
Financial Advisor at Raymond James Financial Services
at
Raymond James
1 work email found
@raymondjames.com
2 phones found area 909
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor at Raymond James Financial Services
Location
Manhattan Beach, California, United States
Company size
Who is Dennis Ortiz-Luis? Overview
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Quick answer
Dennis Ortiz-Luis is listed as Financial Advisor at Raymond James Financial Services at Raymond James, a company with 12938 employees, based in Manhattan Beach, California, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 909, and a matched LinkedIn profile for Dennis Ortiz-Luis.
Dennis Ortiz-Luis previously worked as Financial Advisor at Raymond James and Financial Advisor at Waddell & Reed. Dennis Ortiz-Luis holds Computer And Electrical Engineering from California State Polytechnic University-Pomona.
Company email context
Email format at Raymond James
This section adds company-level context without repeating Dennis Ortiz-Luis's masked contact details.
*@raymondjames.com
71% confidence
AeroLeads found 1 current-domain work email signal for Dennis Ortiz-Luis. Compare company email patterns before reaching out.
Profile bio
About Dennis Ortiz-Luis
I have a wealth management process that emphasizes exemplary service and comprehensive planning for families, professionals and small business owners.I also use my experience and management to help small business owners develop and manage their company retirement plan (i.e. 401k, 403b) as well as a slew of other corporate services.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCLumen Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section.
Current workplace
Dennis Ortiz-Luis's current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James
6 roles · 32 years
Dennis Ortiz-Luis work experience
A career timeline built from the work history available for this profile.
Financial Advisor
My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.
Aug 2015 - Oct 2017
Vice President Business Development
Add Awareness, Llc.
-Developed strategic alliances to establish advertising technology, systems and platforms -Raised corporate funding through various venture capitalists and individual investors-Customized advertising software to corporate clients-Streamlined all corporate correspondence and documents to FASB regulations
2006 - 2013
~7 yrs
Vice President, Private Client Group
Rbc Dain Rauscher
-Conducted in-depth information, data gathering interviews and prepared financial plans for high net worth clients-Created and managed numerous proprietary equity and fixed income portfolios-Targeted and handled retirement 401(k) accounts for small to mid-sized corporations-Provided support for 401(k) accounts with customized programs-Collaborated with.
2002 - 2005
~3 yrs
Account Executive, High Net Worth/Institutional Client Group
-Provided services to mid to large-sized corporations-Disseminated equity research and trading ideas to hedge funds, mutual funds, endowments and family offices-Developed a middle market institutional, corporate and high net worth clientele book-Managed a corporate and ultra high net worth asset base
1998 - 2002
~4 yrs
Financial Consultant, Private Client Services
-Evaluated clients' financial situation and identified investment objectives-Provided guidance and execution on various investment products and services towards clients' financial goals-Managed high net worth and institutional client assets
1994 - 1998
~4 yrs
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
TB
Trang Bell
Colleague at Raymond JamesFall City, Washington, United States, United States
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TS
Tara Smallwood
Colleague at Raymond JamesClearwater, Florida, United States, United States
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EH
Eric Hartway
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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SS
Shane Scott
Colleague at Raymond JamesChesapeake, Virginia, United States, United States
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JJ
Jenny James
Colleague at Raymond JamesNew York, New York, United States, United States
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JQ
John Quigley
Colleague at Raymond JamesLake Mary, Florida, United States, United States
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DT
Dave Tanis
Colleague at Raymond JamesGreater Colorado Springs Area, United States
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BL
Bryan Luttrell
Colleague at Raymond JamesMemphis Metropolitan Area, United States
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MS
Matt Smith, Cfp®
Colleague at Raymond JamesNew Orleans, Louisiana, United States, United States
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SP
Shanda Parker
Colleague at Raymond JamesMemphis, Tennessee, United States, United States
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Trang Bell
Colleague at Raymond JamesFall City, Washington, United States, United States
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TS
Tara Smallwood
Colleague at Raymond JamesClearwater, Florida, United States, United States
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EH
Eric Hartway
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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SS
Shane Scott
Colleague at Raymond JamesChesapeake, Virginia, United States, United States
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JJ
Jenny James
Colleague at Raymond JamesNew York, New York, United States, United States
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JQ
John Quigley
Colleague at Raymond JamesLake Mary, Florida, United States, United States
View →
DT
Dave Tanis
Colleague at Raymond JamesGreater Colorado Springs Area, United States
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BL
Bryan Luttrell
Colleague at Raymond JamesMemphis Metropolitan Area, United States
View →
MS
Matt Smith, Cfp®
Colleague at Raymond JamesNew Orleans, Louisiana, United States, United States
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SP
Shanda Parker
Colleague at Raymond JamesMemphis, Tennessee, United States, United States
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1 education record
Dennis Ortiz-Luis education
-
California State Polytechnic University-Pomona
FAQ
Frequently asked questions about Dennis Ortiz-Luis
Quick answers generated from the profile data available on this page.
What company does Dennis Ortiz-Luis work for?
Dennis Ortiz-Luis works for Raymond James.
What is Dennis Ortiz-Luis's role at Raymond James?
Dennis Ortiz-Luis is listed as Financial Advisor at Raymond James Financial Services at Raymond James.
What is Dennis Ortiz-Luis's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Dennis Ortiz-Luis at Raymond James.
What is Dennis Ortiz-Luis's phone number?
AeroLeads has found 2 phone signal(s) with area code 909 for Dennis Ortiz-Luis at Raymond James.
Where is Dennis Ortiz-Luis based?
Dennis Ortiz-Luis is based in Manhattan Beach, California, United States while working with Raymond James.
What companies has Dennis Ortiz-Luis worked for?
Dennis Ortiz-Luis has worked for Raymond James, Waddell & Reed, Add Awareness, Llc., Rbc Dain Rauscher, and Lehman Brothers.
Who are Dennis Ortiz-Luis's colleagues at Raymond James?
Dennis Ortiz-Luis's colleagues at Raymond James include Trang Bell, Tara Smallwood, Eric Hartway, Shane Scott, and Jenny James.
How can I contact Dennis Ortiz-Luis?
You can use AeroLeads to view verified contact signals for Dennis Ortiz-Luis at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Dennis Ortiz-Luis attend?
Dennis Ortiz-Luis holds Computer And Electrical Engineering from California State Polytechnic University-Pomona.
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