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Senior Financial AdvisorVice PresidentFORSYTH CENTER8235 FORSYTH BLVD.CLAYTON,
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Senior Financial AdvisorVice President Portfolio ManagerLou 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 a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.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.
Louis Callen is registered to do business in : AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, MD, MO, NC, OR, PA, TX, WA, WI
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