Valerie Downs, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.