RICHMOND, Va.--(BUSINESS WIRE)--Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director. Mr. Cogger brings almost 30 years of wealth management and financial planning experience to Cary Street Partners, having most recently served as the Senior Director of Financial Planning, Research & Education at Edelman Financial Engines. In his new role, Mr. Cogger will be responsible for the strategic direction, oversight, and enhancement of client financial planning services, including an expansion of the firm’s advanced planning capabilities. He will also lead Cary Street Partners’ financial planning steering committee, provide timely planning resources and content, and enhance internal training and coaching processes and programs.
“We are thrilled to welcome Jeb to our team,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “As Cary Street Partners continues to grow, we remain focused on delivering an exceptional experience for our clients supported by robust financial planning capabilities. Jeb is uniquely qualified to lead the strategic direction of our financial planning initiatives and allow us to offer more comprehensive planning solutions to our clients.” Wesley H. Gallup, Chief Operating Officer of Cary Street Partners added, “Jeb epitomizes what we look for in a leader at Cary Street Partners. His long track record of success combined with his desire to use his financial planning experience and expertise to meaningfully enhance the services and solutions we offer to our clients further reinforces our commitment to excellence in all aspects of our business.”
“I couldn’t be more excited to join Cary Street Partners and become a part of a leadership team that fully embraces the mission of delivering a higher standard of service to clients while challenging the status quo,” said Mr. Cogger. “I have spent my entire career enhancing and refining holistic financial planning service offerings and I am eager to collaborate with the firm’s financial advisors and financial planners to deliver differentiated, customized solutions that support the unique needs of our clients.”
Mr. Cogger is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant® through The American College of Financial Services. He received his Bachelor of Science in Communications from Emerson College. Prior to his role at Edelman, he served in senior positions at Fidelity Investments and Merrill Lynch, with a consultative focus on financial planning and coaching.
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 advisors 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.
