Cary Street Partners

Russell Keller is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Cary Street Partners since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of his advisory role, Keller is a managing member and 50% co-owner of BDK, LLC, a private company managing legacy family assets, and he maintains a long-term involvement with Alison Keller Designs, a design business where he handles bookkeeping. 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’s investment approach combines third-party and in-house manager selection across traditional and alternative strategies, supported by its affiliated asset management entity, Cary Street Partners Asset Management.

Karilyn Meeker is a financial advisor at Cary Street Partners with three years of industry experience. She holds a Series 66 designation and has worked at firms including Virginia Asset Management and MML Investors Services LLC. Outside of her advisory role, she serves as social director for a youth football program, organizing social events and activities. 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 incorporates both third-party and in-house managers across traditional and alternative strategies.

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.

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 50 years of industry experience. He has been with Cary Street Partners since 2013. Outside of his advisory work, he is involved in operating a day care center, owns a restaurant and casino business, and provides consulting services for church capital campaigns. Cary Street Partners offers wealth management and advisory services to a diverse client base, utilizing both third-party and in-house resources across various investment strategies, including traditional and opportunistic approaches.

Robert Walters is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at Cary Street Partners since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Walters is actively involved in his community through leadership positions at the Barter Theatre Foundation, where he serves as President, and as a trustee for the VA Highlands Community College Educational Foundation, as well as participating on the financial committee of Johnston Memorial Hospital. 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 traditional and alternative strategies, utilizing both third-party managers and proprietary resources.

Adam Simpson is a financial advisor at Cary Street Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Wells Fargo Advisors, and First Clearing LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a client-focused approach to portfolio management, utilizing both third-party and in-house resources across a range of traditional and alternative investment strategies.

Benjamin Peress is a financial advisor at Cary Street Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Financial Corp. Outside of his advisory role, he is a member of WRE Hendersonville, LLC. 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 range of investment strategies and offers access to alternative and private fund vehicles, combining third-party managers with in-house resources.

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.

Margaret Snead is a financial advisor at Cary Street Partners with 25 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2010. 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 other institutions. The firm employs a comprehensive investment approach that combines third-party and in-house resources across a range of strategies, including traditional equity and fixed income, alternative investments, and proprietary products.

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.

Vincent Cuomo is a financial advisor at Pursuit Wealth Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank and Esquire Bank. Cuomo serves as Chairman of the Investment Committee for the Florida Bar Foundation and is a board member of the Florida Bar Advertising Committee, also participating in the Florida Bar Unlicensed Practice of Law Committee. Pursuit Wealth Management provides investment management, financial planning, and advisory services to individuals, trusts, businesses, and retirement plan sponsors. The firm focuses on customized, tax-aware asset allocation using a combination of active and passive strategies, and offers a wrap fee program that integrates advisory, transaction, and custodial services.

Michael Doyle is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Cary Street Partners and Luxon Insurance Services since 2017 and was self-employed from 2011 to 2017. Outside of advisory work, he is a managing member and partner of DDGS Associates, LLC, a residential real estate investment partnership focused on acquisitions and rentals. 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, access to alternative and private funds, and integrated lending and insurance solutions, employing a range of traditional and alternative investment strategies.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Financial Corporation for 16 years. 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 investment solutions, combining third-party managers and in-house resources across traditional and alternative strategies.

Christian Searcy is a CFP® professional with 23 years of industry experience, currently serving at Pursuit Wealth Management LLC since 2020. His prior experience includes roles at Kovack Advisors, Inc., Kovack Securities, Inc., and UBS Financial Services Inc. He is a board member of the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Pursuit Wealth Management provides investment management, financial planning, and advisory services to individuals, trusts, businesses, and retirement plan sponsors. The firm emphasizes customized, tax-aware asset allocation using a combination of active and passive strategies, and sponsors a wrap fee program that integrates advisory, transaction, and custodial services.

Ethan Cook is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has one year of industry experience, including prior roles at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. 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 range of investment strategies and combines third-party managers with in-house resources to provide tailored portfolio management and financial planning solutions.