Cary Street Partners, based in Richmond, Virginia, has expanded with the opening of a new office in Tampa, the first of its offices in Florida.
Joining the Tampa office are three veteran financial advisors including Steven R. Cere, Jason M. Walters and Christopher M. Nardi.
“We are excited to join Cary Street Partners and look forward to serving clients. The firm’s client-centric culture and commitment to excellence align perfectly with our professional values. With first-class technology and a collaborative team environment, we are well-equipped to provide comprehensive financial planning and wealth management services that truly make a difference in our clients’ lives,” said Cere, Walters and Nardi, in a joint statement.
With the three veterans on board, they bring a collective of 50 years of experience to the Cary Street Partners Tampa office.
“We will be working with clients, through financial planning, helping them achieve their various goals,” says Nardi. “We’ve created so many great contacts and centers of influence and with the model we’re working in, we can bring the best of Tampa Bay in a wealth management experience to each individual relationship.”
Joseph R. Schmuckler, chief executive officer of Cary Street Partners, said, “Steven, Jay and Chris are seasoned professionals who bring a wealth of experience and a strong dedication to client service that perfectly aligns with our firm’s core values. Their addition strengthens our team and supports our growth strategy in the Southeast.”
Cary Street Partners provides services to nearly 7,000 clients with $9 billion of assets, across all its subsidiaries. The Tampa location is the firm’s 18th office and is located at 2502 North Rocky Point Drive.
“This is the first of, what we hope, is many branches that will expand in the state of Florida,” Nardi says. “We’re super excited to be ‘planting the flag’ in Tampa.”
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.