Fredericksburg, VA Winchester Street Office

Noah Snead is a CFP® with four years of industry experience, currently affiliated with Cary Street Partners. His career history includes roles at various Cary Street Partners entities since 2021 and prior work in retail and food service. Cary Street Partners serves a diverse range of clients, including individuals, corporations, trusts, and retirement plans, providing portfolio management, financial planning, and access to proprietary investment strategies through its asset-management affiliate. The firm employs AI tools to support research and portfolio modeling while maintaining human oversight for final decisions.

Kevin Lynch is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has three years of industry experience, including prior work at Equitable Advisors. Outside of finance, he teaches private music lessons in the Stafford area. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering a range of portfolio management and financial planning services. The firm employs a client-focused investment approach supported by proprietary strategies, third-party managers, and AI-assisted research tools.

Andre Pineda is a Series 66-licensed financial advisor with Cary Street Partners in Fredericksburg, VA, where he has worked since 2007, accumulating 22 years of industry experience. He is president and owner of Sophiola, a business he created with his wife centered on their child's artwork. Pineda also serves as treasurer for the National Down Syndrome Congress and the Fredericksburg Free Press, and holds board positions with several nonprofit organizations including the Fredericksburg Food Co-op and Rappahannock Goodwill Industries. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a range of investment strategies across traditional and alternative asset classes, combining third-party managers and in-house resources to tailor client portfolios.

Savannah Green is a financial advisor at Cary Street Partners with three years of industry experience. She holds a Series 66 designation and has prior experience at Edelman Financial Engines and as an adjunct professor of personal finance at the University of Mary Washington. Additionally, she serves as a budget analyst and committee member for the Fredericksburg Regional Chamber of Commerce’s young professionals group. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and various investment products. The firm employs a client-focused investment approach with proprietary and third-party strategies supported by AI tools and human oversight.