Financial Advisor, Vice President at
Cary Street Partners – The Downing Group
Years of Experience
8 years
Number of Clients
118
Average Client Size
$1,900,000
Member Since
2026
We are fiduciary advisors who act in our clients’ best interest. Our approach integrates investments, tax strategies, estate and charitable planning, along with retirement income and cash-flow planning to help clients make smarter financial decisions.
We work primarily with pre-retirees, retirees, and high earners seeking comprehensive financial guidance beyond investment management alone. Many clients have complex planning needs involving retirement income, tax-efficient strategies, Roth conversions, charitable gifting, and long-term wealth planning. We also advise physicians, business owners, executives, and younger high earners.
Click to learn more
Bachelor of Science in Business Administration
Obtained in 2013
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.