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MARKETPLACE CENTER114 MARKET STREETROANOKE,
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Senior Vice President
Wealth Management Advisor
Senior Financial Advisor
Assistant Vice President
The Downing Group represents over 100 years of combined experience at Merrill Lynch, working with high net-worth individuals, their families and businesses to assist in navigating the changing economic climate and helping them achieve their personal and professional goals. Our goal is to become clients’ primary source of insight for financial decisions. The values we share as a team extend to our commitment to clients and include operating under the principles of trust, honest communication, and genuine concern. Our range of wealth management services is broader than just investment advice. We are dedicated to providing clients with a wide array of financial services, including helping to develop financial strategies regarding retirement planning, education planning, debt management, and investment planning. We work with clients' tax preparers to incorporate tax considerations into their investment planning and gifting strategies. We also assist clients with estate planning issues and work with their estate attorney and families in developing an estate plan to fit their individual situation.
Perry R. Downing, CRPC®Senior Vice President - Wealth ManagementSenior ConsultantPerry joined Merrill Lynch in 1987 and is the founder of the Downing Group. He holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. He is a 1981 graduate of Roanoke College, Magna Cum Laude. From 1981 to 1987 Perry served in the United States Navy achieving the rank of Lieutenant. Perry has traveled extensively while in the Navy and at Merrill Lynch. Perry focuses on relationship management with clients and oversees the investment management and asset allocation for the team. Perry’s community involvement includes Chairman of the Roanoke College Planned Giving Advisory Board, and memberships in the Roanoke College Associates, Roanoke Valley Estate Planning Council, the Virginia Tech Hokie Club, and the Roanoke College Maroon Club. He and his wife, Jessica, reside in Roanoke and have two adult children.Ronald V. DowningVice PresidentSenior ConsultantRon helped form the Downing Group when he joined Merrill Lynch in 1998. Ron is a 1977 graduate of Virginia Commonwealth University, graduated from University of Louisville with a Masters of Education in 1983, and he also has graduate study at the University of South Carolina. Ron is a retired United States Army officer, with additional experience in government, industry and health care fields. Ron focuses on relationship management with clients. He is involved in the community through volunteer service with the Knights of Columbus, church programs, chambers of commerce, and musical performing. He and his wife, Veronica, reside in Roanoke County and have two adult children. Lisa Downing Angle, CFP®, CRPC®Wealth Management AdvisorLisa began working with the Downing Group in 2006 and has assisted the team in a variety of capacities over the years, joining full-time after graduating from Virginia Tech's nationally recognized personal financial planning program with a Bachelor's of Science in Finance, Cum Laude. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning CounselorSM designation, awarded through the College for Financial Planning. These designations provide Lisa the background to assist the team and clients with unique planning needs, investment management, and relationship management with clients. She resides with her husband, Brian, and daughter in Roanoke County.David C. LloydAssistant Vice PresidentSenior Financial AdvisorDave joined Merrill Lynch in 2008, joining the Downing Group in 2016. He is a 1996 Business Management graduate of Roanoke College. Prior to joining Merrill Lynch, Dave obtained significant managerial experience in the building materials industry. Dave assists clients with their planning and investment needs and advises clients on possible goal outcomes and potential changes that may be required to achieve those goals. His community involvement includes Chair of the Community School Board and President of the Virginia Gentlemen. Dave resides in Roanoke County with his wife and daughter.Marilyn R. StarkeyClient AssociateMarilyn has worked with Merrill Lynch since 1986 and brings to the Downing Group a wealth of experience and knowledge in account administration and client relations. She holds a Bachelor’s of Education from James Madison University. Marilyn and her husband, Mike, reside in Franklin County and have two adult children.Jessica B. DowningClient AssociateJessica received a Bachelor’s of Arts Degree, Summa Cum Laude, in English from Roanoke College in 1982. She has worked with the Downing Group for many years and has been a part-time Merrill Lynch employee since 2007. Her responsibilities include client communication, administrative support, event planning, and client mailings. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Lisa Angle is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, MI, MT, NC, NE, NJ, NY, OK, PA, SC, TN, TX, VA, WV
David C. Lloyd is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, MI, MT, NC, NE, NJ, NY, OK, PA, SC, TN, TX, VA, WV
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