RICHMOND, Va.--(BUSINESS WIRE)--Luxon Financial LLC, an independent financial services firm and the parent company of wealth manager Cary Street Partners LLC, announced today that Ms. Kara M. Valentine has joined the firm as Chief Marketing Officer and Head of Business Development. Valentine was most recently Head of Marketing for Rockefeller Capital Management. Prior to Rockefeller, she was Director of Marketing for Dynasty Financial Partners, and served in leadership roles with Bank of America’s Global Wealth and Investment Management Division, working at both Merrill Lynch and U.S. Trust, as well as with Morgan Stanley. In her new role with Luxon Financial, Valentine will oversee marketing and business development as Luxon continues to grow its wealth management, asset management and insurance businesses, including expanding Cary Street Partners’ footprint in the Southeast, Midwest and Mid-Atlantic regions.
“Kara has extensive financial services marketing and business development experience, having held leadership roles at some of the most well-known firms in the industry,” said Joseph R. Schmuckler, CEO of Luxon Financial. “We are pleased to welcome Kara to our firm. Her broad experience and proven track record will be a tremendous asset as we continue to build brand awareness and attract experienced financial advisors to the firm.”
“Luxon Financial is a truly independent financial services firm that has the culture, talent, platform and resources to capitalize on the changing wealth management landscape,” said Valentine. “I am thrilled to be a part of building this brand and contributing to the firm’s growth going forward.”
Valentine is a graduate of the Villanova School of Business where she serves on the Advisory Council for the Center for Marketing and Consumer Insights. She will be based out of Luxon Financial’s Summit, NJ office.
About Luxon Financial
Luxon Financial LLC provides comprehensive wealth management services including investment, estate planning and financial advice in a culture dedicated to high performance, independence and objective thinking. Our Cary Street Partners financial advisors serve families, institutions and companies with customized solutions tailored to fit each client’s objectives for investments, life insurance, employee benefits, 401k and other retirement needs. Through Luxon Global Portfolios, we maintain a disciplined and objective approach in creating customized and turnkey investment solutions which facilitate our clients’ ability to manage their desired asset allocation. Founded in 2002, Luxon Financial operates across fourteen offices in five states in the dynamic Mid-Atlantic, Southern and Midwest markets.
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