Jacob L. Downing
Financial Advisor, Managing Director at Cary Street Partners
- Role
- Financial Advisor, Managing Director at Cary Street Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jacob L. Downing
How I Can Help You-Empower your financial future: Understand your options and make informed decisions.Simplify your financial life: Organize your finances for clarity and efficiency.Demystify investments: Break down complex concepts into easy-to-understand terms.Optimize your wealth: Implement tax-saving strategies and maximize charitable impact.
Experience
Financial Advisor, Managing Director
Feb 2026 — Present · Charlotte, NC, US
Education
Miami University
Bachelor of Science - BS, Business
Skills
- Investments
- Financial Analysis
- Mutual Funds
- Financial Advisory
- Financial Services
- Management
- Retirement Planning
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