CARY STREET PARTNERS
Cary Street Partners is a leading independent financial services firm offering comprehensive wealth management services including investments, planning and financial advice. Cary Street Partners financial advisors serve individuals, families, and institutions with customized strategies tailored to fit each client's objectives.
Meet Our Team
JACOB L. DOWNING
CFA® , CFP®
FINANCIAL ADVISOR, DIRECTOR
As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER®, Jake uses his nearly 20 years of knowledge and experience to guide families toward financial confidence. He is committed to giving clients clarity and peace of mind using a comprehensive approach that includes investment strategies, financial and estate planning, and tax optimization.
Experience:
- Exencial Wealth Advisors, Wealth Advisor
- Dimensional Fund Advisors, Senior Associate
- Fidelity Investments, Financial Consultant
Education/Certifications:
- Miami University, BS, Business
- Chartered Financial Analyst® (CFA) charter holder
- CERTIFIED FINANCIAL PLANNER® designation
- jacob.downing@carystreetpartners.com
- Phone
- 704.557.0471
SEAN M. KAYES
CFP®
FINANCIAL ADVISOR, VICE PRESIDENT
Sean brings years of experience in the financial services industry to empower individuals and families to pursue their financial goals with clarity and confidence. He tailors strategies to each client’s unique situation, offering personalized advice on short- and long-term investing, saving for education, planning for retirement, and more. Through his client-centered approach, Sean works closely with clients to provide guidance through various life stages and transitions.
Experience:
- Exencial Wealth Advisors, Senior Wealth Consultant
- Willingdon Wealth Management, Business Development Officer
Education/ Certifications:
- East Carolina University, B.S. Business Administration
- Series 65
- CERTIFIED FINANCIAL PLANNER® designation
- sean.kayes@carystreetpartners.com
- Phone
- 704.817.1202
VICTORIA R. HAAS
SENIOR CLIENT RELATIONSHIP MANAGER, ASSISTANT VICE PRESIDENT
With over 30 years in the financial services industry, Viki strives to build strong relationships with each client by proactively meeting their needs and providing exceptional support. She is dedicated to giving clients a seamless experience during onboarding and beyond.
Experience:
- Exencial Wealth Advisors, Relationship Manager
- Willingdon Wealth Management, Client Services Manager
- Hearst Corporation, Director of Advertising Credit
Education/Certifications:
- Elon University, BS, Business
- viki.haas@carystreetpartners.com
- Phone
- 704.512.0156