Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investment vehicles, utilizing both third-party managers and proprietary strategies.

Maria Patton is a financial advisor at Cary Street Partners with 17 years of industry experience. She holds a Series 66 designation and has worked at Cary Street Partners since 2013. In addition to her advisory role, she owns MARIA PATTON CPA PLLC, providing tax advisory and general services. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, utilizing a range of investment strategies and proprietary products.

Raymond Deragon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2013. He holds the Series 66 designation and is based in Austin, TX. 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 consultative approach to determine client objectives and risk tolerance, offering portfolio management across various asset classes and access to proprietary strategies through its affiliated asset manager.

Shawn Morgan is a financial advisor at Cary Street Partners with 26 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held positions at Riverstone Wealth Management, Oppenheimer, Stanford Group Company, and Merrill. He holds Series 63 and Series 66 licenses. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

Torry Scott is a financial advisor at Cary Street Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cary Street Partners since 2013. Scott also has a long-standing role at Riverstone Insurance Agency and Riverstone Wealth Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach combining traditional and opportunistic strategies, using both third-party managers and in-house resources.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Outside of his advisory role, he serves as an unpaid board member for Teach Transform, Inc., an educational publishing and consulting business in Austin, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing both third-party managers and in-house resources across various investment strategies.

Wesley Gallup is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2019. His prior experience includes roles at Gallup Wealth Consulting, LLC, Austin Wealth Management, LLC, and Checchi Capital Advisers, LLC. He is also an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that integrates third-party managers and proprietary strategies across a range of traditional and alternative asset classes.

Javier Larrea is a financial advisor at Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Cary Street Partners since 2013 and concurrently maintains roles at Riverstone Insurance Agency and Riverstone Wealth Management. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that combines third-party managers and in-house resources across traditional and alternative strategies.

Azam Jaber is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2013. Outside of his advisory role, he is a personal investor in commercial real estate projects in Leander, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, utilizing a range of investment strategies and proprietary products.