Sheila Penley is a financial advisor at Cary Street Partners with 18 years of industry experience. She holds the Series 66 designation and has been with Cary Street Partners since 2009. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that incorporates third-party managers and in-house resources across traditional and alternative strategies.

Gina Rowe is a financial advisor at Cary Street Partners with 13 years of industry experience. She holds the Series 66 designation and has been with Cary Street Partners Investment Advisory LLC since 2011. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

Christopher Lawson is a CFP® with 28 years of industry experience, currently advising at Cary Street Partners since 2018. His prior roles include positions at LPL Financial and Highlands Union Bank. He serves as a board member for Sullins Academy, assisting with endowment and legal governance, and as treasurer and board member of The Arts Depot, a local artists’ collective in Abingdon, VA. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies supported by AI tools and affiliated asset management.