Becca Downing

In her role as client liaison, Becca’s warm personality and strong communication skills serve her well. She takes great care in creating a personalized and responsive client experience, addressing administrative needs with precision. Her dedication and professionalism shine through in her work, which includes account openings, client communications, customized reporting and team logistics.

Closely attuned to each client’s unique circumstances, she enjoys building long-term relationships that testify to her commitment to client well-being. Becca feels privileged to serve as a reliable resource and an integral member of the team, whether sharing in the excitement of clients’ life events or helping them gain confidence in their financial future.

Becca has worked in wealth management since 2008, providing her with an in-depth understanding of clients’ needs and priorities. Before joining Raymond James along with the team in 2019, she was part of the Russell-Winkler Group at Merrill Lynch. Her longevity and continuity with the team heighten her ability to support clients in organizing and streamlining their financial lives. She began her career as a client associate with UBS, and earned her associate’s degree in liberal arts from Oakland Community College. She lives in Howell, Michigan, with her husband and their two children.