Cary Street Partners adds Truist Financial Advisors
April 29, 2023
GREENVILLE, SC – Cary Street Partners announced Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding a 17th office and expanding its physical presence into a sixth state. Joining the Greenville office with Mr. Morris are Collin L. Castlebury, Associate Financial Advisor and Kimberly A. Smith, Client Service Associate.
Mr. Underwood will be joining the existing Cary Street Partners’ office in Glen Allen, Virginia.
Mr. Morris and Underwood previously served wealth management clients for over a decade at Truist and its predecessor firm, BB&T Securities, LLC. They will continue this work while helping to lead Cary Street Partners’ rapidly growing Southeastern market presence.
“Eric and Thomas are natural leaders and a terrific fit for our firm. With their reputation of providing comprehensive advice and their proven track record of growing their business, we are confident they will help us be better and add to the strong advice focused culture we enjoy today,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners.
– BUSINESS WIRE
About Cary Street Partners
Cary Street Partners is a leading independent financial services firm that provides comprehensive wealth management services including investment management, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners’ financial advisors serve individuals, families and institutions with customized strategies tailored to fit each client’s objectives. The firm advises nearly 6,000 clients with over $7 billion of assets across all its subsidiaries. It is headquartered in Richmond, Virginia and has a network of offices stretching from New Jersey to Texas. For more information, please visit carystreetpartners.com.
