Wharton Business Radio

Your Money: November 20, 2018

Host Kent Smetters is joined by John Dowd (CEO, Fiduciary Trust Company International) and Deborah Meyer (CEO, WorthyNest LLC) on the Tuesday, November 20, 2018 edition of Your Money.

Air Date: Tuesday, November 20, 2018 on SiriusXM 132

Hosted By

John Dowd

Air Time: 5:00 pm
Featuring: John Dowd

Debbie Meyer

Air Time: 5:30 pm
Featuring: Deborah Meyer

Featured Guests

John Dowd

CEO, Fiduciary Trust Company International

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Mr. Dowd is a member of the Board of Directors and chairs the Management and Operating Committees. He has almost 30 years of experience in wealth management. Prior to joining Fiduciary Trust in 2016, he served as executive vice president and senior managing director for Wells Fargo Wealth Management, where he oversaw the Northeast region. Mr. Dowd’s previous positions also included serving as head of wealth management for Bank of New York. He received his B.A. from Guilford College and his M.B.A from Columbia University.
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Deborah Meyer

CEO, WorthyNest LLC

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Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Missouri. As the owner of WorthyNest®, Deb helps conscientious parents nationally navigate the financial complexities of their lives and build wealth. Deb is a regular contributor to Kiplinger and a proud member of the AICPA, NAPFA, XY Planning Network, and Fee-Only Network.

Deb graduated summa cum laude from Saint Louis University and began her career in public accounting at big 4 firm Deloitte. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb provided investment management, wealth planning, and family leadership services to affluent families for seven years at Matter Family Office.

Deb will be releasing an online course in 2018 on college saving strategies and is in the process of writing her first book. Outside of the office, you may find her reading, singing, or spending quality time with her husband and three young sons.

Twitter – @worthynest1
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