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Trystan Downey Email & Phone Number
Associate and Wealth Planner
at
Cerity Partners
1 work email found
@suntexmarinas.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate and Wealth Planner
Location
Nashville, Tennessee, United States
Company size
Who is Trystan Downey? Overview
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Quick answer
Trystan Downey is listed as Associate and Wealth Planner at Cerity Partners, a with 980 employees, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at suntexmarinas.com and a matched LinkedIn profile for Trystan Downey.
Trystan Downey previously worked as Wealth Planner at Cerity Partners and Investment Advisor Representative at Cambridge Investment Research, Inc.. Trystan Downey holds Bachelor Of Science - Bs, Finance, Personal Financial Planning from Western Kentucky University.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Trystan Downey's masked contact details.
{first_initial}{last}@suntexmarinas.com
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AeroLeads found 1 current-domain work email signal for Trystan Downey. Compare company email patterns before reaching out.
Profile bio
About Trystan Downey
Trystan Downey is a Associate and Wealth Planner at Cerity Partners.
Current workplace
Trystan Downey's current company
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Cerity Partners
6 roles
Trystan Downey work experience
A career timeline built from the work history available for this profile.
Wealth Planner
Investment Advisor Representative
• Display analytical skills by assessing portfolio allocations with multiple vendors.• Assist the financial professional with a book of business totaling over $100 million.• Maintain excellent organization skills by journaling during annual client reviews.• Assist the lead financial professional with initial retirement rollovers and transfers.
Client Services Manager
• Provide customer service by assisting over 300 clients with their operational needs.• Maintain organization through various software including Redtail CRM, Microsoft Office, Etc.• Demonstrate problem-solving skills by speaking with various vendors over many issues.• Display confidentiality by gathering incoming/outgoing mail and ensuring documents are safeguarded
Certified Personal Trainer
• Display leadership by making final decisions on best-assisting clients in their goals.• Maintain organization by tracking each individual’s progress through Google Docs.• Create a holistic approach to better the client’s overall life by reviewing weekly reports on nutrition and well-being.• Communicate with clients to overcome their boundaries and assist them in expanding their comfort zone.
Oct 2023 - Jul 2024
Financial Representative Intern
Jun 2023 - May 2024
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at joincambridge.com. View company contacts for 980 employees →
WB
Whitney Blaine
Colleague at Cerity PartnersOttumwa, Iowa, United States
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ES
Eladio Santiago
Colleague at Cerity PartnersColumbia, Maryland, United States
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RD
Rhiannon D. Bailey
Colleague at Cerity PartnersOttumwa, Iowa, United States
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WC
William Chen
Colleague at Cerity PartnersLos Angeles, California, United States
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TG
Tom Gallaher
Colleague at Cerity PartnersBelvedere Tiburon, California, United States
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AP
Ashish Phansopkar, Cfa, Caia, Mba
Colleague at Cerity PartnersGreater Phoenix Area, United States
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DL
Donna L. Talley, J.D.
Colleague at Cerity PartnersDenver Metropolitan Area, United States
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MM
Mackenzie Miller
Colleague at Cerity PartnersWashington, Iowa, United States
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GB
Gina Brokken
Colleague at Cerity PartnersFairfield, Iowa, United States
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SH
Sydney Hind
Colleague at Cerity PartnersWashington, Iowa, United States
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Whitney Blaine
Colleague at Cerity PartnersOttumwa, Iowa, United States
View →
ES
Eladio Santiago
Colleague at Cerity PartnersColumbia, Maryland, United States
View →
RD
Rhiannon D. Bailey
Colleague at Cerity PartnersOttumwa, Iowa, United States
View →
WC
William Chen
Colleague at Cerity PartnersLos Angeles, California, United States
View →
TG
Tom Gallaher
Colleague at Cerity PartnersBelvedere Tiburon, California, United States
View →
AP
Ashish Phansopkar, Cfa, Caia, Mba
Colleague at Cerity PartnersGreater Phoenix Area, United States
View →
DL
Donna L. Talley, J.D.
Colleague at Cerity PartnersDenver Metropolitan Area, United States
View →
MM
Mackenzie Miller
Colleague at Cerity PartnersWashington, Iowa, United States
View →
GB
Gina Brokken
Colleague at Cerity PartnersFairfield, Iowa, United States
View →
SH
Sydney Hind
Colleague at Cerity PartnersWashington, Iowa, United States
View →
1 education record
Trystan Downey education
FAQ
Frequently asked questions about Trystan Downey
Quick answers generated from the profile data available on this page.
What company does Trystan Downey work for?
Trystan Downey works for Cerity Partners.
What is Trystan Downey's role at Cerity Partners?
Trystan Downey is listed as Associate and Wealth Planner at Cerity Partners.
What is Trystan Downey's email address?
AeroLeads has found 1 work email signal at @suntexmarinas.com for Trystan Downey at Cerity Partners.
Where is Trystan Downey based?
Trystan Downey is based in Nashville, Tennessee, United States while working with Cerity Partners.
What companies has Trystan Downey worked for?
Trystan Downey has worked for Cerity Partners, Cambridge Investment Research, Inc., Nettworth Financial Group, Total Fitness, and Northwestern Mutual.
Who are Trystan Downey's colleagues at Cerity Partners?
Trystan Downey's colleagues at Cerity Partners include Whitney Blaine, Eladio Santiago, Rhiannon D. Bailey, William Chen, and Tom Gallaher.
How can I contact Trystan Downey?
You can use AeroLeads to view verified contact signals for Trystan Downey at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Trystan Downey attend?
Trystan Downey holds Bachelor Of Science - Bs, Finance, Personal Financial Planning from Western Kentucky University.
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