Glen Allen, VA Office

Team
Updated today
Cary Street Partners logo

Cary Street Partners

Multi-team

Firm-wide stats for Cary Street Partners

Total advisors

118

Across 25 offices

Clients per advisor

56 Typical

Avg AUM per client

$1,341,416 High

HNW client ratio

33% High

About

Cary Street Partners serves a broad mix of clients — individuals (including high‑net‑worth), corporations, trusts, retirement plans, and other institutional clients. Its services include discretionary and non‑discretionary portfolio management, financial planning, separately managed accounts, selection of third‑party managers, retirement plan fiduciary services, wrap fee programs, insurance‑strategy reviews, and access to lending options.

Portfolios are constructed from a client profile that incorporates investment objectives and risk tolerance and are monitored on a transaction, periodic, and as‑needed basis. The firm offers affiliated proprietary strategies through its asset‑management affiliate (including mutual fund/ETF strategies, separate accounts and an affiliated ETF), engages sub‑advisers and third‑party managers, and uses AI tools to assist meeting notes, research and portfolio modeling with human oversight retained for final decisions.

Noteworthy distinctions include its indirect majority ownership by private equity fund CIVC Fund VII and the presence of affiliated businesses (a broker‑dealer and an asset manager) that support proprietary products and referral arrangements. The firm sponsors wrap programs, offers feeder funds that may pay performance‑based fees or carried interest, and makes lending products available through affiliates — arrangements that can lead to additional fee layers and potential conflicts of interest for prospective clients to evaluate.

Based on Cary Street Partners

Expertise

ESG / Sustainable investing

Based on Cary Street Partners

Location

4401 Waterfront Drive, Suite 250

Glen Allen VA 23060

Advisors at this office

8

Advisors at this office

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Russell K

Series 63, Series 66

Glen Allen, VA

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.

ESG / Sustainable investing
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Karilyn M

Series 66

Glen Allen, VA

Cary Street Partners

Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, MassMutual Life Insurance, Cetera, and Virginia Asset Management. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, employing AI tools alongside human oversight in its investment process.

ESG / Sustainable investing
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Raymond R

Series 65, Series 63

Glen Allen, VA

Cary Street Partners

Raymond Reibel is a financial advisor with Cary Street Partners and holds Series 65 and Series 63 licenses. He has 21 years of industry experience, including nine years at Edelman Financial Services and eight years with Cary Street Partners. 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 alongside human oversight.

ESG / Sustainable investing
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Barbour B

Series 63, Series 66

Glen Allen, VA

Cary Street Partners

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Dixon, Hubard, Feinour & Brown, Inc., Atlantic Union Bank, and Raymond James Financial Services. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

ESG / Sustainable investing
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Christina T

CFP®, Series 66

Glen Allen, VA

Cary Street Partners

Christina Todd is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2017. Prior to joining Cary Street Partners, she worked at Morgan Stanley and Morgan Stanley Private Bank. She is a current board member of the Finance Department Advisory Board at the Pamplin College of Business at Virginia Tech, contributing to program development and career placement. 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, using proprietary strategies and third-party managers, and applies AI tools to assist with research and portfolio modeling while retaining human oversight for final decisions.

ESG / Sustainable investing
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Deborah W

Series 66

Glen Allen, VA

Cary Street Partners

Deborah Ward is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and has worked at Cary Street Partners since 2019. Prior to her career in finance, she operated a business called Debbie's Doll Beds for eight years. Cary Street Partners offers 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 third-party managers and in-house resources across traditional and alternative strategies.

ESG / Sustainable investing
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Paula M

CFP®, Series 66

Glen Allen, VA

Cary Street Partners

Paula Megan is a CFP® with 24 years of experience in the financial industry. She has been with Cary Street Partners since 2021 and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 and proprietary strategies.

ESG / Sustainable investing
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Tyler V

Series 66

Glen Allen, VA

Cary Street Partners

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 license and previously worked in various roles outside of finance, including social media management for MCE LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and affiliated proprietary investment strategies supported by both human oversight and AI tools.

ESG / Sustainable investing
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