Seeking expert financial guidance in Fredericksburg, Virginia? At Cary Street Partners, our dedicated financial advisors are committed to crafting personalized financial plans tailored to your unique short-term and long-term objectives. We understand that navigating the complexities of financial planning, wealth management, and retirement planning can be overwhelming. Let our experienced team alleviate your stress and help you achieve your financial aspirations. Contact us today to begin your journey towards financial well-being.
Comprehensive Financial Services in Fredericksburg
Cary Street Partners in Fredericksburg offers a comprehensive suite of financial services designed to address your diverse needs. Our seasoned financial advisors provide expertise in various areas, including:
- Personalized Financial Planning: We work closely with you to develop a customized financial plan that aligns with your specific goals and circumstances.
- Wealth Management: Our wealth management services are designed to help you grow and preserve your assets, ensuring long-term financial security.
- Retirement Planning: Planning for retirement is crucial, and our advisors are here to guide you through every step, from savings strategies to income distribution.
- Investment Management: We offer professional investment management services to help you make informed decisions and optimize your portfolio.
Our mission at Cary Street Partners is centered around aligning the interests of our clients, employees, owners, and business partners. We foster a culture that encourages positive change and unlocks new opportunities for everyone we serve. We believe in building strong, lasting relationships with our clients, based on trust and a shared commitment to your financial success.
Meet Our Experienced Financial Advisory Team
Our Fredericksburg office is home to a team of highly qualified and experienced financial professionals. Each advisor brings a wealth of knowledge and a dedication to client service. We invite you to learn more about our team members and discover how their expertise can benefit you:
- Walter D. Bayne – President, Managing Director
- Astrid R. Blazek – Senior Client Service Manager, Director
- Kristen E. Brumbelow – Client Service Associate
- Ashley G. Carpenter – Operations & Administrative Associate
- Daniel W. Clendenin – Financial Advisor, Managing Director
- Leslie J. Colton – Executive Assistant
- Morgan E. Desimone – Client Service Associate
- Brittany M. Doughty, CFP® – Financial Advisor, Assistant Vice President
- Savannah L. Green, CRPC® – Client Service Associate – Registered, Assistant Vice President
- Margaret L. Hubert – Client Service Associate – Registered
- Marina B. Lampiris – Client Engagement Specialist
- Anita R Lewis, FPQP™ – Client Service Associate – Registered, Vice President
- Cheri A. Litzenburg – Client Service Associate – Registered, Vice President
- W. Lee Murray – Financial Advisor, Branch Office Manager, Managing Director
- Rachel M. Owen – Client Service Associate, Assistant Vice President
- Andre G. Pineda, AAMS® – Financial Advisor, Managing Director
- Jonathan C. Scimeca, CFP®, CPWA® – Financial Advisor, Vice President
- Noah A. Snead, CFP® – Financial Advisor, Trading Specialist
- Douglas G. Stewart – Board Chairman, Financial Advisor, Managing Director
- Dominique N. Sylvia – Operations & Administrative Associate
- Christina E. Todd, CFP®, CDFA® – Financial Advisor, Vice President
- Kathryn L. Washington – Client Service Associate
Visit Our Fredericksburg Office
Our office is conveniently located at:
1000 Winchester Street • Suite 300
Fredericksburg, VA 22401
We are open Monday to Friday, from 8:00 AM to 5:00 PM. Feel free to reach out to us:
- Phone: 540.735.2840
- Email: [email protected]
Let Cary Street Partners be your partner in achieving your financial goals. Contact us today to schedule a consultation and discover how our expertise can make a difference for your financial future.
