The Downing Group

Merrill Lynch Wealth Management
200 Park Avenue, 13th Floor
New York, NY 10166
(212) 338-6230
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Our team is comprised of talented and experienced financial advisors who are committed to building strong relationships with you based on trust and one-on-one collaboration.
The Downing Group
Merrill Lynch Wealth Management

Whether considering home, health, giving, work, leisure, or retirement you have goals that are important to you. The value you place on these life priorities may lend itself to a desire to work with a team of professionals that understand your concerns and aspirations, and are capable of using this understanding to thoughtfully align your portfolio with the objectives that matter most to you.   You may be thinking about a new approach to your finances – one based on your priorities which connects you with the advice, guidance and care you deserve along the way. The Downing Group can assist you and your family along this path, providing the resources and infrastructure necessary to create a disciplined wealth management plan.

Jesse Downing
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Us

Whether working closely with you on your retirement income goals, assisting you with cash flow management or advising on investment management strategy, the purpose of our relationship with you is always the same: to help you and your family achieve your lifestyle and corresponding financial goals.

Over the years you learn a lot about what it means to help clients. One of the most important lessons is providing you and your family with the service you desire and the care you deserve. Our philosophy is to never forget that good financial management is very personal, and that it starts and ends with you and your objectives in mind.

Inevitably there will be questions and worries that come up over the years, whether it's navigating challenging markets, dealing with unexpected life events, and everything in between. A strong wealth planning process helps provide valuable context around complicated financial decisions and enables you to approach these items in a rational and well informed way.

Meet Our Team
Jesse Downing,


Senior Vice President, Wealth Management Advisor
Alexandra Cubeddu,


Wealth Management Advisor
Stephen A McGovern
Assistant Vice President, Relationship Manager
Jill S Olek
Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jem Roper
Wealth Management Banking Specialist
Douglas Washor
Senior Wealth Management Lending Officer
NMLS #600640
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.