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Individual Wealth Management Team

Our Individual Wealth Management Team.
A collaborative approach with your goals in mind.

Your collaborative team will bring you objective advice designed to meet your personal or institutional financial goals. We are accessible, we are trustworthy, and we have an abiding interest in you.


  • Jason M. Ardito, CTFA, CRC

    Financial Advisor and Partner

    Jason Ardito brings over 14 years of experience in trust and investment services to Cary Street Partners. He holds the Certified Trust and Financial Advisor (CTFA) and Certified Retirement Counselor (CRC) designations. Jason joined Cary Street Partners in July, 2011 and his expertise includes investment management strategies for individuals, foundations, trusts and retirement plans.

  • Walter A. Bayne, AAMS

    Director and Partner

    Walter Bayne brings over a decade of experience in the capital markets to Cary Street Partners. He is also a registered options and municipal securities principal. He is a Vice President and Partner and serves as a Financial Advisor in the Fredericksburg, Virginia office. He is also a member of the firm’s Legal and Compliance Committee.

  • Rutherford C. Bryson, III, CPA/PFS, CFP®

    Managing Director and Partner

    Rusty Bryson brings to Cary Street Partners 17 years of experience in the areas of family consulting and tax planning. Rusty is a Managing Director with the new Charlotte, North Carolina office. Prior to joining the firm, Rusty was a Family Wealth Advisor with GenSpring Family Offices where he was responsible for working closely with clients on issues such as tax and estate planning, family financial planning and philanthropic consulting. Previously he was a Vice President at US Trust Company and spent six years with PricewaterhouseCoopers providing estate and succession planning to closely held businesses and their owners. He is a Certified Public Accountant with the Personal Financial Specialist designation and Certified Financial Planner®.

  • Susan E. Dorsey

    Director and Partner

    A Director and Partner, Susan Dorsey brings over 25 years of operational and sales management expertise to Cary Street Partners. Prior to joining the firm, she was a Senior Vice President with the Stewart Wealth Management Group of Wachovia Securities in the Fredericksburg, Virginia (Stewart Wealth Management merged with Cary Street Partners in June of 2007).

  • Thomas O. Herrick

    Vice President and Partner

    Tom has over 25 years of experience advising individual and corporate clients. Tom’s investment consulting business is focused on best in class asset managers, primarily using separately managed accounts and mutual funds, and his extensive clientele includes individuals, corporations and retirement plans.

  • Kimberly D. Holley, CRSP

    Financial Advisor and Partner

    Kim brings over 32 years of experience in trust, investment and retirement services to Cary Street Partners. She holds the Certified Retirement Services Professional designation (CRSP). Kim joined Cary Street Partners in July 2011 as a Financial Advisor.

  • Maureen A. MacIver, CRSP, CISP

    Managing Director and Partner

    Maureen MacIver brings over 30 years of experience as a professional fiduciary to Cary Street Partners. She is a designated Certified Retirement Services Professional (CRSP) and a Certified IRA Services Professional (CISP). Maureen joined Cary Street Partners in June of 2011 and is the Managing Director of the Johnson City, Tennessee office from which she serves clients in the Northeast portion of the state. She also shares her expertise in insurance and trust planning services with clients of all Cary Street Partners offices throughout the Southeast.

  • Michael McCool

    Financial Advisor and Partner

    Mike McCool serves his clients from the firm’s Abingdon, Virginia office. Mike joined Cary Street Partners in 2009 after determining the larger “corporate giant” financial services model no longer embodied his personal business philosophy. At Cary Street Partners, Mike found an organization which, like him, places great value on relationships and believes all clients should receive high-level, goal-oriented advice developed through a collaborative effort of experts.

  • Mark D. Ryan, CFP®

    Managing Director and Partner

    Mark D. Ryan, CFP®, comes to Cary Street Partners with more than 12 years of experience in wealth management. He joined the firm in 2010 and as a Managing Director serves from the Charlotte, North Carolina office.

  • Douglas G. Stewart

    Managing Director and Partner

    Doug Stewart is a Managing Director and Partner of Cary Street Partners and works in the Fredericksburg, Virginia office. His firm, formerly known as Stewart Wealth Management Group of Wachovia Securities, merged with Cary Street Partners on June 25, 2007. When the two firms were joined, the combined assets under management from individuals, corporations, and endowments topped $1 billion.

  • James E. Thomas, Jr.

    Managing Director and Partner

    Jim Thomas runs the Branch Operations and Administration Group of Cary Street Partners. With over 35 years of experience in building successful wealth management businesses, his clients are the financial advisors of the firm itself. At Cary Street Partners, he counts amongst his most rewarding roles his ability to facilitate their service to their clients.

  • R. Chris Walters, CFP®, CIMA®

    Managing Director and Partner

    Chris Walters brings almost 20 years of investment experience to Cary Street Partners. He, along with his partner Mike McCool, established the firm’s Abingdon, Virginia wealth management office in 2009. Prior to joining the firm, Chris was employed for 16 years as a Senior Vice President-Financial Advisor for Banc of America Investments. Previous to his tenure at Banc of America, he was an employee of the Virginia Governor’s Office and an analyst with Nomura Securities in New York City.

  • Astrid R. Blazek

    Senior Operations Specialist

    Astrid Blazek brings over 20 years of experience in various logistics, customer relations and auditing positions to Cary Street Partners. As a Senior Operations Specialist, she is based in the firm’s home office in Richmond, Virginia.

  • Theodore (Ted) J. Brown

    Director, Portfolio Advisory Group

    Ted joined the firm in 2006, bringing over 15 years of investment consulting experience. As the Director of the Portfolio Advisory Group, he works closely with the advisors in evaluating and managing current and prospective client portfolios, as well as providing insight on money managers, asset allocation, the economy, and financial markets.

  • Jacqueline W. Byrne

    Assistant Vice President, Registered Financial Associate

    Jackie is a Registered Financial Associate. She joined Stewart Wealth Management, of Fredericksburg, Virginia, in 2001 as an Account Administrator. In 2007, Cary Street Partners and Stewart Wealth Management merged, and Jackie became a Cary Street Partners associate.

  • Daniel W. Clendenin

    Financial Advisor

    Dan Clendenin serves as a Financial Advisor. In this role, he counsels individuals, families and institutions with regard to their investment selection and asset allocation, through collaboration with Cary Street Partners manager research and investment areas.

  • Caroline S. (Beth) Cox, CRSP

    Financial Advisor and Director

    Beth Cox brings over 27 years of wealth management experience to Cary Street Partners. Beth joined Cary Street Partners in July 2011 as a Financial Advisor and Director in the Johnson City, Tennessee office. Beth serves clients in northeast Tennessee, Virginia and western North Carolina.

  • Janice R. Gage

    Financial Advisor

    Janice Gage brings over 30 years of diverse experience in the investment business to Cary Street Partners. She began her investment career in 1980 working with commodity brokers at Shearson Loeb Rhoades in Washington, D.C. In 1982, Janice became securities licensed and later moved to the Fredericksburg, Virginia area in 1987. After commuting to Washington, D.C. for 10 years, she joined the Fredericksburg office of Wheat First Securities.

  • Tracy Hanger

    Financial Associate

    Tracy Hanger comes to Cary Street Partners with over 20 years of experience in the financial services industry. Tracy joined the firm in April 2011 and is a Financial Associate serving in the Charlotte, North Carolina office. She began her career in retail banking with Marine Midland of NY (now HSBC). Afterwards, Tracy served with First Union (now Wells Fargo) in a variety of positions within Trust Administration, Estate Settlement, Wealth and Investment Management in its Asheville, North Carolina and Greenville, South Carolina locations.

  • Anita M. Lavin

    Vice President

    Anita brings to Cary Street Partners 15 years of experience in the financial services industry through various positions held at Wachovia Securities, LLC and its predecessor firms.

  • Elizabeth O. Layman

    Vice President, Branch Operations and Administration

    Beth brings to Cary Street Partners over twenty years of experience in the financial services industry through various positions held at Wells Fargo Advisors and its predecessor firms.

  • Anita Lewis

    Vice President

    Anita joined Cary Street Partners in 2007 following a 20-year career in the financial industry with Wachovia Securities (formerly Wheat First Securities). During her tenure, she has held administrative, operational and managerial positions. In addition, while at Wachovia, Anita had the privilege of serving as a Corporate Trainer for companies acquired through various mergers and acquisitions. In this role, she was responsible for training new associates on the firm's computer applications and operational procedures. Since 1998, she has worked exclusively assisting Doug Stewart, Managing Director/Partner of the Fredericksburg, Virginia office, with his high net worth clientele.

  • Christine Lockard

    Registered Financial Associate

    Christine graduated from Rutgers University with honors and has 9 years of experience in Financial Services.

  • Sheila L. Penley

    Branch Operations and Compliance Manager

    Sheila Penley joined Cary Street Partners in August 2009 and serves as Branch Operations and Compliance Manager for the Abingdon, Virginia and Wytheville, Virginia offices.

  • Andre Gilberto Pineda, Esq., AAMS

    Vice President, Financial Advisor

    Andre graduated from the University of Illinois at Urbana-Champaign in 1987 with a Liberal Arts Degree in Political Science and History. Thereafter, he attended Southern Illinois University School of Law and received his jurist doctorate in 1990. Upon graduating, Andre went to work as a Legal Honors Intern with the Department of Housing and Urban Development in the Office of General Counsel working on fair housing matters and then served as a trial attorney. From 1994 through 2000, he worked as a staff attorney in the Public Financing, Ethics and Special Projects Division of the Office of General Counsel for the Federal Election Commission. He then became a Special Assistant General Counsel working directly with the General Counsel on management issues.

  • Kate Sprague

    Financial Associate

    Kate has been in the financial services industry for ten years and recently joined Cary Street Partners after working at The Hartford and at Woodbury Financial Services. Her professional focus has been on developing the individual relationships within a business and creating a unique experience for each client.

  • Jill A. Williams

    Vice President

    Jill joined Stewart Wealth Management in 1989 and has been a licensed Financial Advisor since 1990. She became a Cary Street Partners employee when Stewart Wealth Management merged with Cary Street Partners in 2007. During her employment with the firm, she has also served as an administrative team leader. Jill has extensive experience working with retirement plans as well as with individual clients.