Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.

Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.

Melanie Mc Donald is a CFP® with 18 years of industry experience, currently serving at Cary Street Partners. Her prior roles include positions at UBS Financial Services Inc. and Kovack Advisors, Inc. She is president of the University of Miami Palm Beach County Canes alumni association. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight in its investment process and provides a range of affiliated products and services.

Elizabeth Thomas is a financial advisor at Cary Street Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing both proprietary strategies and AI tools alongside human oversight.