Cary Street Partners Adds Truist Financial Advisors

Expands Office Network to South Carolina

Cary Street Partners is pleased to announce Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding a 17^th office and expanding its physical presence into a sixth state. Joining the Greenville office with Mr. Morris are Collin L. Castlebury, Associate Financial Advisor and Kimberly A. Smith, Client Service Associate. Mr. Underwood will be joining the existing Cary Street Partners’ office in Glen Allen, Virginia. Mr. Morris and Underwood previously served wealth management clients for over a decade at Truist and its predecessor firm, BB&T Securities, LLC. They will continue this work while helping to lead Cary Street Partners’ rapidly growing Southeastern market presence.

“Eric and Thomas are natural leaders and a terrific fit for our firm. With their reputation of providing comprehensive advice and their proven track record of growing their business, we are confident they will help us be better and add to the strong advice focused culture we enjoy today,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “They have spent their career developing deep and important relationships with families and businesses across the country. Their dedication to delivering at a higher standard for their clients will be a perfect complement to our commitment to institutional quality wealth management and investment processes for our clients in every community we touch.”

“We are thrilled to become a part of Cary Street Partners,” said Mr. Morris. “We have always believed in the importance of surrounding ourselves with talented people and the teamwork fostered by a great team culture. We have watched the firm’s development and are excited to help add depth to this effort.” Mr. Underwood added, “The firm’s technology resources, intellectual capital, and client-centric culture will allow us to more efficiently and effectively deliver the ongoing advice that matters most to our clients. Cary Street Partners is an exceptional independent financial services firm built upon strong values and a partnership culture. Most importantly to us is the firm’s commitment to put our clients’ interests above all else.”

About Cary Street Partners

Cary Street Partners is a leading independent financial services firm that 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. The firm advises nearly 6,000 clients with over $7 billion of assets across all its subsidiaries. It is headquartered in Richmond, Virginia and has a network of offices stretching from New Jersey to Texas. For more information, please visit carystreetpartners.com.

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