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Cary Street Partners Announces Addition to its Wealth Management Team
September 26, 2006 - Cary Street Partners announced today that Mary Jane Lassiter, a Certified Financial Planner, has joined the firm as a Director with its Wealth Management practice. Lassiter has extensive experience advising high net worth individuals and developing strategies for estate planning, business succession, stock option planning, retirement planning, life insurance planning and other risk management techniques.
Prior to joining Cary Street Partners she was employed by SunTrust Banks, Mid-Atlantic as the Senior Financial Planner for the Mid-Atlantic region and as the Manager of the Financial Planning Department of Scott & Stringfellow, Inc. Mary Jane has more than 15 years of experience serving as a personal financial planner to high net worth individuals.
Mary Jane received her Certified Financial Planner designation in 1993. She earned her B.S. degree in Business Administration/Management from Virginia Commonwealth University, Richmond, Virginia. She is an active member of the Financial Planning Association of Central Virginia where she has served on the board since 2003.
Cary Street Partners Holdings, LLC is a limited liability holding company that owns 100% of Cary Street Partners LLC, a registered broker-dealer and Member of FINRA/SIPC, and 100% of Cary Street Partners Investment Advisory LLC, a federally registered investment advisor. Cary Street Partners is the trade name used by two separate, registered firms providing securities brokerage, insurance and investment advisory services. Products may not be available in all jurisdictions.
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