Procyon Partners
Cari Walling is currently a Senior Client Service Associate at Procyon Partners, where Cari assists individuals, families, and business owners with financial planning and investment. Prior to this role, Cari worked as a Client Service and Operations Associate at Pivotal Planning Group, LLC and as a Financial Professional at AXA Advisors, LLC. Cari also has experience at companies such as Ayco, Papamarkou Wellner and Co., Inc., and Credit Suisse. Cari holds a Bachelor of Science degree from the University of Massachusetts Amherst.
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Procyon Partners
Procyon is dedicated to helping affluent families and institutions navigate the most effective path for fulfilling their financial dreams and goals.