Jesse Downing, Cfp®, Cima®
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
About Jesse Downing, Cfp®, Cima®
Jesse Downing is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in wealth transfer and philanthropic goals for high-net-worth families. He has over a decade of experience in designing strategies to manage concentrated stock risk and liquidity issues.