CHARLOTTE, N.C.--(BUSINESS WIRE)--Cary Street Partners announces today the addition of Lance M. Bryan to the firm. Mr. Bryan is an accomplished Financial Advisor with over two decades of experience in the wealth management industry. He joins as Financial Advisor, Director and helps expand the firm’s already existing Charlotte, NC presence.
“Lance brings to our firm a positive track record of advising families, executives, and entrepreneurs. He brings a wealth of knowledge and expertise to Cary Street Partners and helps to build on our existing presence in this critical region. His decision to join our firm further underscores our commitment to providing exceptional service and holistic financial solutions to our clients,” stated Joseph R. Schmuckler, CEO of Cary Street Partners. Mr. Bryan joins from Matrix Private Capital Group as a Managing Director in Los Angeles, CA and Charlotte, NC for the past six years and previously as Vice President with Neuberger Berman for thirteen years.
Cary Street Partners continues a steady pace of growth through acquisitions and targeted recruiting across its geographic focus from the mid-Atlantic through the southeast US region. The firm was founded in 2002 with a core focus of providing unbiased counsel in an open environment to support financial advisors in service to clients at the highest standards. The firm provides a comprehensive support model which includes investment research, planning resources, marketing and a comprehensive multi-custodial operations and technology capability.
Mr. Bryan stated, "I am thrilled to transition my practice and clients to Cary Street Partners. The firm's unwavering dedication to a client-centric, independent wealth management culture aligns perfectly with my values and professional mission. I have known the firm for many years and watched their progression as an organization. I am thrilled to be able to offer my clients a broad range of financial solutions and access to a team of skilled experts who share my commitment to excellence."
Walter D. Bayne, President of Cary Street Partners added, “We are excited to welcome Lance Bryan to the firm. His experience and reputation with his clients and former colleagues in the industry are a testament to the dedication to his practice and the best our industry offers. We believe his decision to join our firm is not only a tremendous asset for his clients, but also a recognition of our firm’s pursuit to delivering exceptional wealth management services. Cary Street Partners is proud to continue expanding throughout the region and welcomes Lance and his practice to our organization. We are confident that he will contribute significantly to our mission of helping clients achieve their financial goals and best secure their futures.”
About Cary Street Partners
Cary Street Partners Financial LLC is a leading independent financial services firm operating in 17 offices across six states. Cary Street Partners 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 advisers serve individuals, families and institutions with customized strategies tailored to fit each client’s objectives. For more information, please visit carystreetpartners.com.
Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Registration does not imply a certain level of skill or training.
