Fredericksburg, VA Executive Center Parkway Office

Jonathan Scimeca is a CFP®-certified advisor at Cary Street Partners with 10 years of industry experience. He has been with Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2015. Scimeca serves as a successor trustee, executor, and durable power of attorney for a family member’s living trust, though he is currently not active or compensated in this role. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers a wide range of services such as portfolio management, financial planning, and retirement plan fiduciary services, utilizing proprietary strategies, third-party managers, and AI tools to support portfolio construction and monitoring.

Walter Bayne is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, he is an owner and partner in a microbrewery specializing in craft cider and beer and serves on the advisory board for the Financial Planning major at Pamplin College of Business, Virginia Tech, where he helps develop curriculum for students entering the financial planning industry. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and proprietary strategies.

Anita Lewis is a financial advisor at Cary Street Partners with 28 years of industry experience. She has been with Cary Street Partners since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages NITARTSHOP, LLC, a business selling original artwork, vintage and antique home décor, and collectibles. Cary Street Partners provides discretionary and non-discretionary wealth management 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, using both third-party managers and in-house resources.

Douglas Stewart is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, Stewart serves as chairman of Northern Neck Insurance Corp. and is a board member of McPherson Oil, where he oversees strategic planning and M&A 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 uses a consultative approach to tailor investment programs and offers a range of strategies across traditional and alternative assets, supported by both third-party managers and in-house resources.

Brittany Doughty is a financial advisor at Cary Street Partners with eight years of industry experience and holds a Series 66 designation. She has been with Cary Street Partners since 2017, with a brief period working outside the financial sector at Ainsworth Pet Nutrition. Doughty also serves as an adjunct professor of Personal Finance at the University of Mary Washington. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing proprietary strategies, third-party managers, and AI tools to support investment decisions.

Astrid Blazek is a financial advisor at Cary Street Partners with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2007. 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 client-centered approach to portfolio management, incorporating both third-party and in-house resources across a range of investment strategies.

Daniel Clendenin is a financial advisor at Cary Street Partners with 18 years of industry experience. He holds the Series 66 designation and has been with Cary Street Partners since 2007. Clendenin serves as a trustee for the Mary Washington Hospital Foundation, is a member of the University of Virginia Physician's Group Investment Committee, and acts as vice-chair of the University of Mary Washington Foundation Investment Committee. He also teaches as an adjunct professor of personal finance at the University of Mary Washington. 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 process involving portfolio management, manager selection, and ongoing monitoring, utilizing both third-party and proprietary strategies across multiple asset classes.

Cheri Litzenburg 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 2008. Outside of her advisory role, she teaches line dancing in Fredericksburg, VA. 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 investments, and insurance solutions, utilizing both third-party managers and proprietary strategies.