Cary Street Partners

Let’s celebrate some colleagues with work anniversaries this month! We’re recognizing and thanking employees across a number of offices – Abingdon to Virginia Beach, Morristown to San Antonio, Johnson City to Richmond, and Wytheville to Glen Allen. Michael McCool, Sheila Penley, Chris Walters, Jason Ardito, Ginger Hixson, Mel McCullough, Joseph R. Schmuckler, Ashley Carpenter, Lissie Stagg, Diane Sobin, Paula Megan, Kapre Dana, FPQP®, Ian Holder, Ethan Cook, Todd Engmann

Do you thrive in a dynamic environment and enjoy providing top-notch service to clients and colleagues alike? If so, we want to hear from you! We are hiring a Client Service Associate to provide primary support to the Financial Advisor team in Tampa, FL. Apply here: https://lnkd.in/ejnsETdn

Happy 4th of July from the Cary Street Partners family to yours!

“Narrow leadership doesn’t portend looming losses”. Read our Street SMARTS quarterly commentary here: https://lnkd.in/eXVWKSDn. 

Congratulations to Dan Clendenin from our Fredericksburg office for being named to AdvisorHub's list of 200 RIAs to Watch! This is the third consecutive year Dan has been recognized on AdvisorHub's list of Advisors to Watch, a remarkable achievement that underscores his dedication to continuous improvement in serving his clients. Awarded June 2024 for the year 2024. See full list: https://lnkd.in/g5XxQEdK AdvisorHub ranks advisors on (1) scope of practice measured by assets, production and level of service; (2) growth of practice consisting of year over year growth in assets, households and production; and lastly, (3) professionalism which includes regulatory record, community service and team diversity.

We are thrilled to announce the expansion of Cary Street Partners with the opening of our new office in Tampa! This marks our 18th office, expanding growth into the state of Florida. Please join us in welcoming our three new Financial Advisors to Cary Street Partners: Christopher Nardi, Jason Walters, Steven Cere These talented professionals bring a wealth of experience and enthusiasm to CSP, ready to assist clients in achieving their financial goals and building secure futures. Meet the team: https://lnkd.in/eJN42qAE

We are thrilled to share that Ian Holder from our Virginia Beach office has been named to AdvisorHub's list of 2024 100 Next Gen Advisors! This recognition highlights his commitment to excellence, delivering exceptional guidance to clients and colleagues. Congratulations, Ian! Awarded June 2024 for the year 2024. See full list: https://lnkd.in/e5fkTGNm AdvisorHub ranks advisors on (1) scope of practice measured by assets, production and level of service; (2) growth of practice consisting of year over year growth in assets, households and production; and lastly, (3) professionalism which includes regulatory record, community service and team diversity.

Great article with comments from our CIO Matthew Rubin on the growing significance of private credit in the financial landscape in a recent Citywire article: “As long as the economic backdrop remains the way it is right now, we continue to think there’ll be opportunities in private credit, and we want to be looking for innovative and novel ways for clients to be able to capitalize on that in their investment portfolios.”  William Johnson https://lnkd.in/g6PbZ_Ge https://lnkd.in/g8syM5tq

Please join us in welcoming Carlos M. to our Greenville, SC office! We look forward to supporting his growth and the impact he will have on his team and the firm. https://lnkd.in/eTrsuruY

We're thrilled to recognize and celebrate the milestones of our talented team members this June. Your dedication, hard work, and passion make our firm a better place everyday. Thanks for all that you do and we look forward to more years of success and growth together! Walter Bayne, Astrid Blazek, Ted Brown, Dan Clendenin, Anita Lewis, Andre Pineda, Doug Stewart, Maureen MacIver, CRPP™, CISP, Anujeet Sokhi, Brittany A. McBride, CFP®, Jaimal Hayes, Lori Cochran, Susanna Adams Dellinger, Rusty Jones, Maurée Barrett, CFA, Jeffrey Blatter, Laura Brier, Whitney Brown, Scott Bussells, Angie Carroll, Becky Fritts, Michael Ginty, Jim H., Dawn Heneberry, CTFA, AWMA, CFP, John Hubard, Temur Imam, Erik Jones, Buffy Mangus, Bob M., Judd McCoy, CFP®, Breanna Payne, Ben Perress, Jean Remine, Esperanza Reyes, Tracy Snyder, Churchill Young, Jack Wrenn