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® (CFP) designation
- jacob.downing@carystreetpartners.com
- Phone
- 704.557.0471
VICTORIA R. HAAS
CLIENT SERVICE ASSOCIATE
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