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Michael B
Series 66
Greenwood Village, CO
Downing Street Wealth Management LLC
Michael Borelli is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and National Cinemedia LLC. Downing Street Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, fee-only financial planning, and retirement plan advisory services. The firm employs a predominantly passive, long-term approach using diversified asset allocation and offers integrated financial planning along with coordinated tax and investment advice through an affiliated tax practice.
Robert M
Series 65
Greenwood Village, CO
Downing Street Wealth Management LLC
Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, Colorado, holding a Series 65 designation with 16 years of industry experience. He has been with Downing Street Wealth Management since 2010 and has also been self-employed since 2009. Morrison provides certified public accountant and tax preparation services through a related tax management business, dedicating approximately 20-30 hours per week to this work. Downing Street Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management, fee-only financial planning, and retirement plan advisory services. The firm uses a long-term, predominantly passive approach with diversified asset allocation and integrates financial planning with investment management, supported by an affiliated tax practice that offers coordinated tax and investment advice.
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