Trystan Downey
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Trystan Downey Email & Phone Number

Wealth Planner at Cerity Partners
Location: Nashville, Tennessee, United States 5 work roles 1 school
1 work email found @suntexmarinas.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@suntexmarinas.com
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Current company
Cerity Partners
Role
Wealth Planner
Location
Nashville, Tennessee, United States
Company size
980 employees

Who is Trystan Downey? Overview

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Quick answer

Trystan Downey is listed as Wealth Planner at Cerity Partners, a company 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 Investment Advisor Representative at Cambridge Investment Research, Inc. and Client Services Manager at Nettworth Financial Group. Trystan Downey holds Bachelor Of Science - Bs, Finance, Personal Financial Planning from Western Kentucky University.

Company email context

Email format at Cerity Partners

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{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.

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Profile bio

About Trystan Downey

Trystan Downey is a Wealth Planner at Cerity Partners.

Current workplace

Trystan Downey's current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Wealth Planner
Louisville, KY, US
Website
joincambridge.com
Employees
980
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Company profile
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5 roles

Trystan Downey work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Current
Cambridge Investment Research, Inc.

Nashville, Tennessee, United States

  • 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.
Jul 2024 - Present

Client Services Manager

Current
Nettworth Financial Group

Nashville, Tennessee, United States

  • 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
Jul 2024 - Present

Certified Personal Trainer

Total Fitness

Bowling Green, Kentucky, United States

  • 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

Northwestern Mutual

Bowling Green, Kentucky, United States

Jun 2023 - May 2024
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at joincambridge.com. View company contacts for 980 employees →

AG Alex Glass Alex Glass Colleague at Cerity Partners Fairfield, Iowa, United States, United States View → JR Justin Ryan, Cfp®, Aif®, Crps®, Cepa® Justin Ryan, Cfp®, Aif®, Crps®, Cepa® Colleague at Cerity Partners Cedar Rapids, Iowa, United States, United States View → SL Sommer Lyons Sommer Lyons Colleague at Cerity Partners Fairfield, Iowa, United States, United States View → KM Kassidy Moore Kassidy Moore Colleague at Cerity Partners Iowa City-Cedar Rapids Area, United States View → CR Caitlyn Rankin Caitlyn Rankin Colleague at Cerity Partners Fairfield, Iowa, United States, United States View → ES Eric Schwartz Eric Schwartz Colleague at Cerity Partners Fairfield, Iowa, United States, United States View → MS Melissa Stacy Melissa Stacy Colleague at Cerity Partners Mount Pleasant, Iowa, United States, United States View → BW Blake Wallace Ctfl, Ctal-Tae, Csm Blake Wallace Ctfl, Ctal-Tae, Csm Colleague at Cerity Partners Fairfield, Iowa, United States, United States View → DH Dakota Howard Dakota Howard Colleague at Cerity Partners Lockridge, Iowa, United States, United States View → GE Grace Erispaha Grace Erispaha Colleague at Cerity Partners United States, 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 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 Alex Glass, Justin Ryan, Cfp®, Aif®, Crps®, Cepa®, Sommer Lyons, Kassidy Moore, and Caitlyn Rankin.

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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