Glenn Downs

Financial Advisor

CFS®

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.

Latest Insights


When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk

Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …

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The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

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What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

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