Senior Financial Advisor
PIA Program Portfolio Manager
Lou has been with Merrill Lynch since 1980. His focus is on developing strategies and recommendations for high networth individuals, their families and their businesses to help them meet their short and long-term financial goals.
Lou's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Lou is qualified through the Merrill Lynch Personal Investment Advisory®(PIA) Program. As a Portfolio Manager in PIA, he can use proprietary model portfolios and tailor investment strategies to your unique needs and goals. Lou has the flexibility to move quickly to make thoughtful changes to a client's portfolio, if the client chooses to give him that discretionary option.
Lou is a 1972 graduate of SIU- Carbondale with a degree in urban design. He earned an MBA from Washington University in St. Louis in 1977. Lou is a lifetime member of Mensa and a past president. He has served on various non-profit organization boards over the years. He and his wife Debby are life long residents of St. Louis.