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Molly B
CFP®
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Molly Balunek is a CFP® professional with 25 years of experience in the financial advisory industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Laurel Tree Advisors, LLC, Ancora Private Wealth Advisors, LLC, and Spero-Smith Investment Advisers, Inc. Balunek serves as a board member of the Validation Training Institute, Inc., a nonprofit focused on improving communication with older adults with memory loss. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs individualized Investment Policy Statements and combines long-term diversified strategies with occasional tactical trading.
Kara D
CFP®, Series 65
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Kara Downing is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Younity Wealth Partners, LLC and Spero-Smith Investment Advisers, Inc. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management as well as comprehensive financial planning. The firm also provides retirement plan consulting with participant education and workshops, managing approximately $252.8 million in assets for about 171 client relationships.
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