Lou Chong Email & Phone Number

Boston, Ma

Vice President, Senior Plan ConsultantMayflower AdvisorsBuilt on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based RIA has partnered with three generations of clients to help meet long-term financial goals with its flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork. Mayflower Advisors (“MFA”) is a registered investment advisor. MFA provides investment advisory and related services for clients nationally. MFA will maintain all applicable registration and licenses as required by the various states in which MFA conducts business.Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857.

Boxborough, Ma

Principal in charge of business development and client servicing.Antaeus Retirement Services' (ARS) specialties are:Providing ERISA investment fiduciary services to 401k, 403b and other retirement plans,benchmarking and competitive assessment of plan and investment fees for fiduciary compliance and fund manager performance assessments. We also offer plan design strategies to maximize contributions for principals and business owners and plan-specific education modules to enhance participant retirement readiness.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Antaeus Wealth Advisors Investment Advisory Representative. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Antaeus Wealth Advisors are not affiliated.

Framingham, Ma

Wedgwood Wealth Counsel is a Fee-Only wealth management firm that provides comprehensive financial planning services to individuals and fiduciary services to small business retirement plans. Comprehensive planning encompasses strategies that maximize wealth accumulation and distributions on a tax efficient basis, risk management and insurance needs evaluation, cash flow planning, estate planning, healthcare planning, and social security and medicare planning. The firm's primary focus also helps small businesses manage their 401k plans by providing benchmarking services to keep costs competitive and 3(21) and 3(38) fiduciary services to offset investment liability for plan sponsors. The firm also offers plan designs which can greatly increase tax deferred contributions for principals.

Greater Boston Area

National responsibility for Institutional and Sub Advisory sales of proprietary fixed income strategies. Manage distribution through plan sponsors, MOM platforms and consultant driven RFPs. Also responsible for DCIO distribution through collectives trusts and separate accounts.

Greater Boston Area

Responsible for managing sales for Sub Advisory & DCIO channels. Headed team of platform business developers and internals to sell proprietary equity and fixed income strategies to insurance, broker-dealer and 401k platforms for annuity, retail and retirement products. Negotiated selling agreements and mandate pricing with platform partners. Also managed advisor sold, proprietary, 401k product through team of three wholesalers and two internals ans spearheaded divestment of that DC book to a national record-keeper.

Managed DCIO team to place Fidelity funds in unbundled 401k relationships. Acted as Business Unit Head with oversight of sales, relationship management and operations groups. Produced double digit growth of AUM with focused strategy of developing value-add offerings to build productive relationships with plan sponsors, TPA's and consultants.