The North America Taiwanese Engineer's Association of the Greater St. Louis Area (NATEA-STL) is sponsoring a financial seminar "Looking at Your Total Financial Picture" starting at 10AM on November 6, 2010. The Downing Power Group of Merrill Lynch Wealth Management located at Suite 200, 400 Chesterfield Center, Chesterfield, will present the seminar.
This seminar, to benefit especially the young professionals and students soon to start their professional career, will provide some financial management knowledge and skills such as "How Cash Management, Credit and Lending Solutions Can Help You Achieve Your Goals" for each attendant.. The seminar is open to everyone interested in and is free of charge. Refreshment will also be provided. To register for this event, please e-mail J. J. Shieh at jjshieh@gmail.com or Sheila Lin at imclassflower@gmail.com by November 3, 2010.
Listed below are the professional experience and background of The Downing Power Group of Merrill Lynch Wealth Management Team.
Tom Downing, Senior Vice President and Wealth Management Advisor, joined Merrill Lynch in 2008. Tom was a high school math teacher and coach before joining the financial service industry in 1984. For the past 25 years, he has been assisting individuals to assess their financial goals and developing appropriate strategies to achieve them. Retirement planning and estate planning are among many services provided by Tom and his team at Merrill Lynch. Tom has a diverse clientele including corporate executives, small business owners and retirees. Tom and his wife Nikki have five children and live in Wildwood, MO.
Barry Power, Wealth Advisor, CFP, Vice President has been in the financial service industry for 9 years. Barry and his team specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation and executive planning. He has served on the Board of Director for Good Shepherd for Children since 2002. Barry lives with his wife, Lisa and a son, Bryan in St. Charles, MO.
Betty Pulley, Client Associate, has been in the financial services industry for over 30 years. She began her career in downtown St. Louis in 1974. Betty began working with Tom Downing in 1986 and Barry Power in 2002. She takes care of all administrative and day-to-day operations with personal care and first class service. She lives with her husband in Maryland Heights, MO. |
