Richmond, VA Office

Elizabeth King is a CFP® with 22 years of industry experience. She currently works at Cary Street Partners and previously held roles at Stony Point Wealth Management and Ameriprise. King serves as Finance Committee Chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment entity. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies through affiliated asset managers.

Cody Hughes is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 65 designation. He has one year of experience in the financial industry and previously worked at IntelliDyne LLC and Heritage Hall Healthcare and Rehabilitation Center. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Robert Walters is a CFP® designated financial advisor with Cary Street Partners in Richmond, VA, bringing 33 years of industry experience. He previously worked at Banc of America Investment Services, Inc. for 11 years before joining Cary Street Partners in 2009. Walters serves as president of the Barter Theatre Foundation Board of Trustees and holds trustee roles with several nonprofit organizations in Virginia. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and offers proprietary strategies through its affiliated asset manager, focusing on both retail and specialized institutional niches.

Adam Simpson is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Advisors, and First Clearing LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving traditional and niche institutional clients, including state and municipal government entities and insurance companies.

Margaret Snead is a Series 66-licensed financial advisor at Cary Street Partners with 26 years of industry experience. She has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a broad range of investments and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Matthew Daniel is a CFP® with 17 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2026. His prior roles include positions at Stony Point Wealth Management and Ameriprise. Outside of his advisory work, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal entities as well as insurance company clients.

Kelley Tyger is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Davenport & Company LLC, Truist Advisory Services, and BB&T Securities. Outside of finance, she is a martial arts fitness instructor with No Limits Martial Arts and Fitness, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA, with one year of industry experience and a Series 66 designation. She has worked at Cary Street Partners since 2018 and previously held roles at The Confident Rabbit and Bistro Bethem. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 designation and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP, primarily in legal roles. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a diverse investment menu and proprietary strategies, serving a range of clients including state and municipal government entities and insurance companies.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, she has worked in various roles across the hospitality and service sectors. Outside of her advisory role, she is employed part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving both common and specialized institutional niches such as state and municipal entities.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Apella Wealth, PBMares Wealth Management, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a diversified investment approach using equities, fixed income, ETFs, mutual funds, structured products, and private investments, with specialized services for state and municipal government entities and insurance company clients.

Shannon Morton is a CFP® professional with one year of experience, currently serving as a financial advisor at Cary Street Partners. Prior to joining Cary Street Partners, Shannon worked at CornerStone Partners for three years and has held roles in various organizations, including Institut Barcelona Estudis Internacionals and Bernard Robinson & Company. Outside of finance, Shannon is a group fitness instructor with the Brooks Family YMCA. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a diverse range of investments and offers specialized services to state and municipal government entities and insurance company clients.

Thomas Tullidge Jr. is a financial advisor at Cary Street Partners with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2009. Tullidge serves as a director and minority shareholder in several family-owned and corporate entities, including roles on the boards of Universal Corporation and Carpenter Company. He is also involved with nonprofit organizations such as Goodwill Industries of Central Virginia and Westminster Canterbury Corporation. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Tyler Napier is a CFP® with 13 years of industry experience, currently serving at Cary Street Partners since 2026. He previously worked at Stony Point Wealth Management LLC from 2015 to 2026 and Ameriprise from 2012 to 2015. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.