Pete McDowell - Investment Advisor
Pete McDowell may be your next trusted advisor. He is an investment advisor who provides business owners and 'everyday people' with solutions that will enhance their retirement. You can locate Pete McDowell in Bellevue where he has been a resident since 1997 with his wife Anne.
History:
Before starting his consulting business in 2006, Pete McDowell experienced the reality of turning around not one business, but three. Pete's 25 year successful career in sales, sales management, senior management and as CEO in small businesses, from $5mil to $50mil in size. Pete McDowell's consulting business was aimed at small business owners with a focus on helping them develop a sales focused, customer driven organization. Pete is passionate about helping small business owners drive sales and thrive. "Without a sales focused, customer driven organization, there will be no sales growth."
The second component to the health of small business owners is managing their risks and financial assets. It takes but a few moments in a conversation to note Pete's commitment to studying every aspect of the economic and financial trends.
Current:
Pete joined New York Life to become an investment advisor to provide business owners and 'everyday people' with solutions that will enhance their retirement, especially from a tax advantaged distribution of income.
Pete becomes concerned when those who understand the risks fail to take action. He will admit that it is more important for people to take action and avoid the calamities than it is to buy his products or services. While Pete appreciates the business, success and financial safety is the highest priority.
Analysis is one of Pete McDowell's strengths and his talent becomes your benefit. If you need someone to unravel the complexities of the numbers, Pete is fearless and digs deep.
"Numbers don't lie" - Pete McDowell
Memberships:
TENS, BizEnrich, Biznik, KIROS.
Education:
Executive MBA Program, Accounting & Financial Management for Non-Financial Executives: University of Washington; BA
Expertise:
401(k)s, Buy-Sell Funding, Charitable Giving, College Funding, Deferred Compensation, Estate Conservation, Executive Bonus, IRA Funding, Keoghs, Key Person Protection, Life Insurance Needs, long term care, Mortgage Protection, Pensions, Qualified Plans, SEPs,Voluntary Payroll Deduction Programs
Contact Pete McDowell:
by phone: 425-577-3503
When it comes to sitting down with someone who is serious about creating success, has experience with business turn-arounds and committed to anticipating the trends, consider Pete as many do: a Trusted Advisor.
