Kimberly Smith is a financial advisor at Cary Street Partners with four years of industry experience. She holds the Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving diverse client niches including state and municipal government entities and insurance companies.

Eric Morris is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Cary Street Partners since 2023 and previously held roles at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, among others. Outside of his advisory work, he is involved in residential real estate through ownership in two LLCs that purchase and manage rental properties in the Greenville, SC area. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal entities as well as insurance companies.