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Jill F
CFP®, Series 65, Series 66
Charlottesville, VA
Cary Street Partners
Jill Fletcher is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Cary Street Partners. Her prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance Associates, and Clearbrook Advisory Services. She is a pro bono board member and chair of the Pro Bono Committee for the Financial Planning Association of Central Virginia. 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 that incorporates both third-party managers and proprietary strategies across traditional and alternative asset classes.
James C
CFA®, Series 63
Charlottesville, VA
Cary Street Partners
James Childress is a CFA® charterholder with 36 years of industry experience. He has worked at Dixon, Hubard, Feinour & Brown, Inc. since 2021 and previously spent 32 years at Old Dominion Capital Management, Inc. Outside of finance, he works occasionally as a self-employed musician. 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 strategies from traditional equities and fixed income to proprietary and alternative investments.
John M
CFP®, Series 63, Series 66
Charlottesville, VA
Cary Street Partners
John Mc Coy III is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cary Street Partners and has held roles at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and LPL Financial. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, combining third-party and in-house resources across various investment strategies.
Michael G
CFP®, Series 66
Charlottesville, VA
Cary Street Partners
Michael Ginty is a CFP® with 23 years of industry experience, currently serving as an advisor at Cary Street Partners since 2022. He previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management. 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 portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, combining both third-party and proprietary strategies.
Mauree B
CFA®, Series 65
Charlottsville, VA
Cary Street Partners
Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Barrett holds a Series 65 license. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a consultative approach to determine client objectives and risk tolerance, offering portfolio management, financial planning, and access to alternative investments through both third-party managers and in-house strategies.
Jessica H
CFP®, Series 63, Series 65
Charlottesville, VA
Cary Street Partners
Jessica Heneberry is a financial advisor at Cary Street Partners with 34 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and SunTrust Advisory Services. Outside of her advisory work, she serves on the finance committee and is a proposed board member for The Women’s Initiative, a non-profit providing mental health services to underserved women, and teaches group fitness classes several times per year. Cary Street Partners serves a broad range of clients including individuals, corporations, trusts, and retirement plans, offering services such as discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight and provides affiliated products through its asset-management affiliate.
Jeffrey B
CFP®
Charlottesville, VA
Cary Street Partners
Jeffrey Blatter is a CFP® professional with 10 years of experience in the financial industry. He has worked at Cary Street Partners since 2022 and previously held roles at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Outside of advising, he owns a tax preparation business serving long-term clients and serves as treasurer of the Shenandoah Region Porsche Club. 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 and proprietary strategies across equities, fixed income, alternative investments, and structured products.
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