Cari Walling Email & Phone Number

I began my career in financial services as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette) in 2000. I spent 12 years supporting high-net-worth individuals, institutions and family offices with their financial planning and execution. I made the decision to move to Saratoga Springs in 2011, where I joined The Ayco Company, a wholly owned subsidiary of Goldman Sachs & Co. While at Ayco, I headed up the Goldman Sachs Investment Services team. The team was primarily responsible for supporting the Managing Directors of Goldman Sachs along with Private Wealth Management clients and their self-directed management of assets.While skiing in Killington, VT, I met my husband, an FDNY Firefighter. From there, I made the transition to Long Island in 2016 to start a family. I spent two years as a Financial Advisor at AXA Advisors before joining Pivotal Planning Group in 2019 before their merger in 2021 with Procyon Partners.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].

• 

  University Of Massachusetts, Amherst

  Hrta