Valerie Downs, Cfp®
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Valerie Downs, Cfp® Email & Phone Number

Senior Wealth Advisor, Director at MAI Capital Management
Location: New York City Metropolitan Area, United States 5 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
MAI Capital Management
Role
Senior Wealth Advisor, Director
Location
New York City Metropolitan Area, United States
Company size
169 employees

Who is Valerie Downs, Cfp®? Overview

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Quick answer

Valerie Downs, Cfp® is listed as Senior Wealth Advisor, Director at MAI Capital Management, a with 169 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Valerie Downs, Cfp®.

Valerie Downs, Cfp® previously worked as Wealth Advisor at Lws Wealth Advisors and Financial Planning Associate at Lws Wealth Advisors. Valerie Downs, Cfp® holds Bachelor’S Degree, Finance from Rutgers Business School.

Company email context

Email format at MAI Capital Management

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MAI Capital Management

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Profile bio

About Valerie Downs, Cfp®

Valerie focuses on the development, implementation, and review of comprehensive financial plans including cash flow analysis, retirement planning, and trust and estate considerations.

Listed skills include Disability Insurance, Insurance, Customer Service, Finance, and 11 others.

Current workplace

Valerie Downs, Cfp®'s current company

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MAI Capital Management
Mai Capital Management
Senior Wealth Advisor, Director
cleveland, ohio, united states
Website
mai.capital
Employees
169
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Company profile
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5 roles · 19 years

Valerie Downs, Cfp® work experience

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

Senior Wealth Advisor, Director

Current
Mai Capital Management

New York City Metropolitan Area

Mar 2024 - Present

Wealth Advisor

Lws Wealth Advisors

Basking Ridge, New Jersey

Oct 2018 - Mar 2024

Financial Planning Associate

Lws Wealth Advisors

Basking Ridge, New Jersey

Jan 2018 - Oct 2018

Financial Advisor Assistant

Allied Wealth Partners

Parsippany, New Jersey

*Formerly Langdon Ford Financial

2008 - Mar 2017
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 169 employees →

AM Albie Macdonald, Cfp® Albie Macdonald, Cfp® Colleague at Mai Capital ManagementPonte Vedra Beach, Florida, United States View → TD Tony Davis, Cfp®Cima® Tony Davis, Cfp®Cima® Colleague at Mai Capital ManagementReston, Virginia, United States View → LV Lindsay Valencic Lindsay Valencic Colleague at Mai Capital ManagementGreater Cleveland, United States View → CW Carla Wainwright, Cpa Mt Carla Wainwright, Cpa Mt Colleague at Mai Capital ManagementCleveland, Ohio, United States View → RS Ramona Sibiceanu Ramona Sibiceanu Colleague at Mai Capital ManagementRomania View → RE Richard England Richard England Colleague at Mai Capital ManagementChevy Chase, Maryland, United States View → GJ Gregory Jesionek Gregory Jesionek Colleague at Mai Capital ManagementCleveland, Ohio, United States View → TR Teresa Rogers Teresa Rogers Colleague at Mai Capital ManagementCleveland, Ohio, United States View → LD Lori D Hoyland Lori D Hoyland Colleague at Mai Capital ManagementRockville, Maryland, United States View → DE Dylan Evers Dylan Evers Colleague at Mai Capital ManagementCincinnati Metropolitan Area, United States View →
1 education record

Valerie Downs, Cfp® education

FAQ

Frequently asked questions about Valerie Downs, Cfp®

Quick answers generated from the profile data available on this page.

What company does Valerie Downs, Cfp® work for?

Valerie Downs, Cfp® works for MAI Capital Management.

What is Valerie Downs, Cfp®'s role at MAI Capital Management?

Valerie Downs, Cfp® is listed as Senior Wealth Advisor, Director at MAI Capital Management.

Where is Valerie Downs, Cfp® based?

Valerie Downs, Cfp® is based in New York City Metropolitan Area, United States while working with MAI Capital Management.

What companies has Valerie Downs, Cfp® worked for?

Valerie Downs, Cfp® has worked for Mai Capital Management, Lws Wealth Advisors, Wealthedge Advisors, and Allied Wealth Partners.

Who are Valerie Downs, Cfp®'s colleagues at MAI Capital Management?

Valerie Downs, Cfp®'s colleagues at MAI Capital Management include Albie Macdonald, Cfp®, Tony Davis, Cfp®Cima®, Lindsay Valencic, Carla Wainwright, Cpa Mt, and Ramona Sibiceanu.

How can I contact Valerie Downs, Cfp®?

You can use AeroLeads to view verified contact signals for Valerie Downs, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Valerie Downs, Cfp® attend?

Valerie Downs, Cfp® holds Bachelor’S Degree, Finance from Rutgers Business School.

What skills is Valerie Downs, Cfp® known for?

Valerie Downs, Cfp® is listed with skills including Disability Insurance, Insurance, Customer Service, Finance, Management, Wealth Management, Microsoft Excel, and Financial Planning.

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