Navigating your financial future requires careful planning and expert guidance. At Cary Street Partners in Fredericksburg, Virginia, our team of experienced financial advisors is dedicated to crafting personalized financial plans that align with your unique short-term and long-term objectives. We understand that everyone’s financial journey is different, and we’re here to provide the tailored support you need to achieve your goals.
Located at 1000 Winchester Street, Suite 300, in Fredericksburg, we are readily accessible to serve the financial needs of the community. Our office operates Monday through Friday, from 8:00 AM to 5:00 PM, making it convenient for you to connect with us. For immediate inquiries or to schedule a consultation, please call us at 540.735.2840 or email us at [email protected]. Don’t wait to take control of your financial future – contact Cary Street Partners today and let us help you build a secure and prosperous tomorrow.
Meet Our Fredericksburg Financial Advisory Team
At Cary Street Partners, we believe that our strength lies in our team. Our Fredericksburg office is home to a diverse group of seasoned financial advisors, each bringing years of experience and a commitment to providing exceptional service. We are proud of our mission to align the interests of our clients, employees, owners, and business partners. This collaborative culture fosters positive change and unlocks new opportunities for everyone we serve.
Financial planning and wealth management can often seem overwhelming. Whether you’re focused on retirement planning, investment strategies, or comprehensive wealth management, our Fredericksburg advisors possess the expertise to simplify complex financial landscapes. We aim to alleviate your stress and empower you with the knowledge and strategies necessary to make informed decisions.
To help you get acquainted with our dedicated professionals, we invite you to explore the profiles of our team members and financial advisors based right here in Fredericksburg, Virginia. Each advisor is committed to providing personalized attention and building lasting relationships with our clients.
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Walter D. Bayne
President, Managing Director ](https://advisors.carystreetpartners.com/bpteam/ “Walter”) Meet Walter Bayne and His Team of Financial Advisors at Cary Street Partners
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Astrid R. Blazek
Senior Client Service Manager, Director ](https://carystreetpartners.com/team-member/astrid-blazek/ “Astrid”)
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Kristen E. Brumbelow
Client Service Associate ](https://advisors.carystreetpartners.com/bpteam “Kristen”) Learn More About Kristen Brumbelow and Her Role as Client Service Associate
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Ashley G. Carpenter
Operations & Administrative Associate ](https://advisors.carystreetpartners.com/scteam/ “Ashley “) Meet Ashley Carpenter, Operations & Administrative Associate at Cary Street Partners
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Daniel W. Clendenin
Financial Advisor, Managing Director ](https://advisors.carystreetpartners.com/scteam/ “Daniel”) Explore the Expertise of Financial Advisor Daniel W. Clendenin
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Leslie J. Colton
Executive Assistant ](https://advisors.carystreetpartners.com/scteam/ “Leslie”) Connect with Leslie J. Colton, Executive Assistant, at Cary Street Partners
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Morgan E. Desimone
Client Service Associate ](https://carystreetpartners.com/w-lee-murray-team/ “Morgan”) Discover Morgan E. Desimone’s Client Service Approach
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Brittany M. Doughty, CFP®
Financial Advisor, Assistant Vice President ](https://advisors.carystreetpartners.com/scteam/ “Brittany”) Brittany M. Doughty CFP® Offers Financial Advisory Services at Cary Street Partners
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Savannah L. Green, CRPC®
Client Service Associate – Registered, Assistant Vice President ](https://advisors.carystreetpartners.com/scteam/ “Savannah”) Meet Savannah L. Green CRPC®, Client Service Associate – Registered
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Margaret L. Hubert
Client Service Associate – Registered ](https://advisors.carystreetpartners.com/scteam “Margaret”) Margaret L. Hubert: Your Registered Client Service Associate
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Marina B. Lampiris
Client Engagement Specialist ](https://advisors.carystreetpartners.com/scteam/ “Marina”) Marina B. Lampiris Focuses on Client Engagement at Cary Street Partners
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Anita R Lewis, FPQP™
Client Service Associate – Registered, Vice President ](https://advisors.carystreetpartners.com/scteam/ “Anita”) Anita R Lewis FPQP™ Provides Registered Client Service
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Cheri A. Litzenburg
Client Service Associate – Registered, Vice President ](https://advisors.carystreetpartners.com/bpteam/ “Cheri”) Cheri A. Litzenburg: Registered Client Service Associate and VP
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W. Lee Murray
Financial Advisor, Branch Office Manager, Managing Director ](https://carystreetpartners.com/about-us/teams/w-lee-murray-team/ “W.”) Meet W. Lee Murray, Branch Manager and Financial Advisor
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Rachel M. Owen
Client Service Associate, Assistant Vice President ](https://advisors.carystreetpartners.com/bpteam/ “Rachel”) Rachel M. Owen, Client Service Associate and Assistant VP
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Andre G. Pineda, AAMS®
Financial Advisor, Managing Director ](https://advisors.carystreetpartners.com/bpteam/ “Andre”) Andre G. Pineda AAMS® Offers Financial Expertise
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Jonathan C. Scimeca, CFP®, CPWA®
Financial Advisor, Vice President ](https://advisors.carystreetpartners.com/scteam/ “Jonathan”) Jonathan C. Scimeca CFP®, CPWA®: Financial Advisor and VP
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Noah A. Snead, CFP®
Financial Advisor, Trading Specialist ](https://carystreetpartners.com/team-member/noah-a-snead/ “Noah”)
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Douglas G. Stewart
Board Chairman, Financial Advisor, Managing Director ](https://advisors.carystreetpartners.com/scteam/ “Douglas”) Douglas G. Stewart: Board Chairman and Financial Advisor
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Dominique N. Sylvia
Operations & Administrative Associate ](https://advisors.carystreetpartners.com/scteam “Dominique”) Dominique N. Sylvia Supports Operations and Administration
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Christina E. Todd, CFP®, CDFA®
Financial Advisor, Vice President ](https://advisors.carystreetpartners.com/scteam/ “Christina”) Christina E. Todd CFP®, CDFA®: Your Financial Advisor and VP
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Kathryn L. Washington
Client Service Associate ](https://carystreetpartners.com/team-member/kathryn-l-washington/ “Kathryn”)
Comprehensive Financial Solutions at Cary Street Partners
Cary Street Partners in Fredericksburg offers a comprehensive suite of financial services designed to address your diverse needs. Our expertise spans across various critical areas, ensuring that we can support you at every stage of your financial life. We provide:
- Personalized Financial Planning: We work closely with you to develop a tailored financial plan that reflects your unique circumstances, goals, and risk tolerance.
- Wealth Management: Our wealth management services are designed to help you grow, preserve, and transfer your wealth effectively, ensuring long-term financial security.
- Retirement Planning: Planning for retirement is crucial, and our advisors will guide you in creating a robust retirement strategy that helps you achieve your desired lifestyle in your later years.
- Investment Management: We offer professional investment management services, leveraging our market insights and expertise to build and manage portfolios aligned with your financial objectives.
At Cary Street Partners, we are committed to providing you with the highest level of service and expertise. We invite you to experience the difference that personalized financial guidance can make. Contact our Fredericksburg office today to begin your journey towards financial well-being with Cary Street Partners.
