Valerie Downs, CFP®

Senior Wealth Advisor, Director

Basking Ridge, NJ

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of LWS Wealth Advisors, where she was a Wealth Advisor since 2018
  • Focuses on the development, implementation, and review of comprehensive financial plans including cash flow analysis, retirement planning, and trust and estate considerations

 

Life Outside of MAI 

  • Involved and supports various charity organizations including Project Sweet Peas and St. Jude
  • Enjoys spending time at the shore with her family

 

Education

  • Rutgers Business School, BS Finance

We look forward to learning about your financial goals.

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