Cari Walling

Bio

Cari joined Procyon Partners in 2021 following the merger with Pivotal Planning Group, LLC. Her career in financial services began in 2000 as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette), where she provided support to high-net-worth individuals, institutions, and family offices in their financial planning and execution.

She later joined The Ayco Company, a subsidiary of Goldman Sachs, where she led the Goldman Sachs Investment Services team. In this role, she supported Managing Directors of Goldman Sachs and Private Wealth Management clients with their self-directed management of assets.

Cari’s life took a turn when she met her husband, an FDNY Firefighter, while skiing in Killington, VT. This led her to make the transition to Long Island in 2016 to start a family. She spent two years as a Financial Advisor at AXA Advisors before joining Pivotal Planning Group in 2019.

In her free time, Cari enjoys bike riding and cherishes spending time with her family. Her commitment to her career in financial services and her dedication to her family make her a well-rounded professional and a valued member of the Procyon team.