Cutchogue, NY Office

Jesse Downing is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the managing partner of The Downing Group, a private wealth practice based in New York City. He oversees the wealth advisory process within the practice and collaborates with the team’s financial advisors to develop planning strategies and investment guidance for clients. Jesse's expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jesse holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Business Administration in Finance from Baruch College's Zicklin School of Business. The Downing Group operates with a multi-family office model, providing full-balance-sheet potential wealth management solutions across planning, investments, banking, credit, trust and estate, and risk mitigation. Outside of his professional commitments, Jesse lives in Brooklyn, New York with his wife and two children. His personal interests include biking, boating, cooking, fishing, music, reading, spending time with family, and traveling. He also actively supports charitable causes related to cancer research.