Who we are

PRESIDENT, MANAGING DIRECTOR

As President of Wealth Management at Cary Street Partners, Walter partners closely with the Chief Executive Officer to shape and execute the firm’s strategic vision. He leads the wealth management business across all branches, providing leadership, guidance, and support to branch managers and advisors as they grow their practices and deliver a higher standard of service to clients.

A key driver of the firm’s expansion, Walter oversees advisor recruiting nationwide—identifying and attracting experienced professionals and advisory teams who align with Cary Street Partners’ collaborative culture, client-first philosophy, and long-term growth goals. His focus on strategic growth, profitability, and operational excellence helps ensure the continued success and sustainability of the firm.

Walter joined Cary Street Partners in 2007 through the merger with Stewart Wealth Management, where his leadership and client focus quickly earned him the role of Fredericksburg Branch Manager. He went on to serve as Chief Operating Officer in 2015 before being named President in 2022.

Even with his extensive leadership responsibilities, Walter continues to maintain an active and growing wealth management practice as a financial advisor, keeping him closely connected to the clients and principles that define Cary Street Partners’ mission.

FINANCIAL ADVISOR, MANAGING DIRECTOR 

Andre joined Cary Street Partners in 2007 when Stewart Wealth Management became part of Cary Street Partners. Prior to becoming a financial advisor, he worked as an attorney for the Federal Department of Housing and Urban Development and the Federal Election Commission.

Andre joined Stewart Wealth Management from Legg Mason Wood Walker. He graduated from the University of Illinois at Champaign-Urbana with a BA degree in Political Science and History and received his Juris Doctorate from the Southern Illinois University School of Law. He and his family are long- time residents of the City of Fredericksburg and he is active in many charitable and civic-minded activities – both past and present.

CLIENT RELATIONSHIP MANAGER, PARAPLANNER, ASSISTANT VICE PRESIDENT

Rachel joined the firm in 2018 and has excelled in providing exceptional client service and implementing new technology and operational solutions for the team. Rachel now is working with clients by guiding them through comprehensive retirement and investment planning after passing her Series 7 and 66 licenses this past year. Her dedication and communication ensure each client receives a personalized experience.

Rachel is a long-time resident of downtown Fredericksburg and lives with her partner, Wade, and black Labrador, Ollie. The three of them can be found anywhere outdoors or on the water when she is not in the office.

ASSOCIATE FINANCIAL ADVISOR

Kevin is an Associate Financial Advisor who collaborates with Financial Advisors to manage and grow client relationships. He assists in preparing financial plans, tracking client progress, and ensuring compliance and service standards are met. Before transitioning to wealth management, Kevin was a middle school band teacher and was honored as Teacher of the Year in his school’s county. He is now working towards his Certified Financial Planning designation.

Kevin lives in Fredericksburg with his wife, Larissa, two cats, and have their first child on the way. Outside of work, Kevin enjoys running along the Rappahannock River Trail, exploring new destinations, and reading. He values meaningful experiences and strives to bring the same sense of connection to work with his clients.

SENIOR CLIENT RELATIONSHIP MANAGER, VICE PRESIDENT

Cheri brings over 30 years of experience in the financial services industry, where she has held various client relations, operational, and management positions. With her advanced conceptual and problem-solving skills, Cheri provides operational advice and assistance to our team's high net worth individuals. With her wealth of experience, strong knowledge base, and dedication to exceptional client service, Cheri is committed to helping clients navigate the complexities of the financial world and achieve their financial goals. 

Outside of work, Cheri is a devoted mother of four children and happily married. She finds joy in her hobbies of line dancing and boating, where she can relax and unwind.

CLIENT SERVICE AND OPERATIONS SUPERVISION MANAGER, VICE PRESIDENT

Sue Davis has 35 years of industry experience and has been with Cary Street Partners since 2017. Sue earned her Bachelor of Science degree in Business Administration & Management from Virginia Commonwealth University and currently holds a dual role as an Operations Supervision Manager and Client Service Associate. Sue is dedicated to delivering a smooth and seamless experience.

Known for her thoughtful and attentive approach to client service, Sue is dedicated to working closely with clients and providing invaluable support to the teams across the firm. Outside of work, Sue enjoys spending time with her family at the river and beach. 

CLIENT SERVICE ASSOCIATE

Kristen joined the team in January of 2023 and brings over ten years of office management and client facing experience to the team. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Recently she passed the Securities Industry Essentials (SIE) exam. This exam tests foundational knowledge of the securities industry and is a prerequisite for the Series 7 exam.

Kristen is now preparing for the next step in her licensing journey and when she is not studying, her and her husband Michael, are usually trying new restaurants or spending time with family.