Kelley Downing

About

For more than 22 years, Kelley Downing has served as a guiding force for clients at Bartlett Wealth Management and within the community. In her role as a wealth advisor, Kelley blends her keen understanding of the industry with her sincere interest in the clients she serves. Her strong strategic thinking and listening skills enable clients to clarify and articulate their goals.

As the first woman to serve as President and CEO of Bartlett, Downing has spearheaded innovative efforts to make Bartlett a leader in the region and industry. Under her guidance, the firm has expanded to provide Wealth Management services – a culmination of Financial Planning with Investment Management. Her expertise has been instrumental in the development of new Bartlett Fund Advantage (BFA) strategies, including ESG, for both institutional and private clients. She formed a mentoring group for junior Bartlett employees to better prepare them as future leaders of the firm and the community. She has also overseen significant advances in technology, a paperless environment, an online client document portal, virtual desktops and Bartlett’s own cloud system.

Because of Kelley’s reputation as a strategic thinker and a roll-up-your-sleeves community supporter, organizations throughout the area have sought her involvement. She has personally served in leadership roles for arts, social service, education and charitable organizations and provided Bartlett’s corporate support to many nonprofit groups. Under Kelley’s leadership, Bartlett has earned more than a dozen national recognitions, most recently ranked by Bloomberg as the number two Registered Investment Advisory firm in the nation that also provides financial planning.

Although Kelley’s career has been focused in the world of finance, starting out as a commodity trader on Wall Street, her undergraduate degree at Miami was in liberal arts. She was in the tenth class to attend the Luxembourg campus where she met her husband David. They have two daughters, two grandchildren, and recently moved to the country to pursue their love of gardening.