Valerie Downs, Cfp®

Valerie Downs, Cfp® Email and Phone Number

Senior Wealth Advisor, Director @ MAI Capital Management
cleveland, ohio, united states
Valerie Downs, Cfp®'s Location
New York City Metropolitan Area, United States
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.

Valerie Downs, Cfp®'s Current Company Details
MAI Capital Management

Mai Capital Management

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Senior Wealth Advisor, Director
cleveland, ohio, united states
Website:
mai.capital
Employees:
169
Valerie Downs, Cfp® Work Experience Details
  • Mai Capital Management
    Senior Wealth Advisor, Director
    Mai Capital Management Mar 2024 - Present
    New York City Metropolitan Area
    View
  • Lws Wealth Advisors
    Wealth Advisor
    Lws Wealth Advisors Oct 2018 - Mar 2024
    Basking Ridge, New Jersey
  • Lws Wealth Advisors
    Financial Planning Associate
    Lws Wealth Advisors Jan 2018 - Oct 2018
    Basking Ridge, New Jersey
  • Wealthedge Advisors
    Financial Planning Associate
    Wealthedge Advisors Mar 2017 - Jan 2018
    New York, New York
    View
  • Allied Wealth Partners
    Financial Advisor Assistant
    Allied Wealth Partners 2008 - Mar 2017
    Parsippany, New Jersey
    *Formerly Langdon Ford Financial

Valerie Downs, Cfp® Skills

Disability Insurance Insurance Customer Service Finance Management Wealth Management Microsoft Excel Financial Planning Financial Services Microsoft Office Long Term Care Insurance Investments Powerpoint Social Media Personal Financial Planning

Valerie Downs, Cfp® Education Details

Frequently Asked Questions about Valerie Downs, Cfp®

What company does Valerie Downs, Cfp® work for?

Valerie Downs, Cfp® works for Mai Capital Management

What is Valerie Downs, Cfp®'s role at the current company?

Valerie Downs, Cfp®'s current role is Senior Wealth Advisor, Director.

What schools did Valerie Downs, Cfp® attend?

Valerie Downs, Cfp® attended Rutgers Business School.

What are some of Valerie Downs, Cfp®'s interests?

Valerie Downs, Cfp® has interest in Health.

What skills is Valerie Downs, Cfp® known for?

Valerie Downs, Cfp® has skills like Disability Insurance, Insurance, Customer Service, Finance, Management, Wealth Management, Microsoft Excel, Financial Planning, Financial Services, Microsoft Office, Long Term Care Insurance, Investments.

Who are Valerie Downs, Cfp®'s colleagues?

Valerie Downs, Cfp®'s colleagues are Evelyne Rasco, Jeffrey Reece, Michael Pietzak, Derrick Hope, Philip J. Cole, Cfp®, Lindsay Sawicki, Leila Evans.

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