Who we are

PRESIDENT, MANAGING DIRECTOR

Walter joined Cary Street Partners in 2007 when Stewart Wealth Management became part of Cary Street Partners. His capabilities were quickly recognized as he was named branch manager of the Fredericksburg branch of Cary Street Partners. In 2015 he became the Chief Operating Officer and in 2022 he was named President of the firm. Even with his expanding management roles, he has continued to maintain an active and growing book of wealth management business.

Walter joined Stewart Wealth Management from Legg Mason where he was a financial advisor. He began his career with Southern States Cooperative after graduating from Virginia Tech with a degree in Agricultural Economics.

As President of the firm, Walter leads the execution of the overall daily operations and is responsible for executing the company’s business plan with emphasis on integrity and compliance.

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 has been active in many charitable and civic-minded activities – both past and present.

CLIENT SERVICE ASSOCIATE – REGISTERED, 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.

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.

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. She understands the unique needs and challenges of our clients and strives to provide personalized solutions and guidance to help them succeed.

CLIENT SERVICE ASSOCIATE- ASSISTANT VICE PRESIDENT

Rachel joined the firm in 2018 and has excelled in providing exceptional client service and support. Rachel provides administrative help to Walter and Andre and is skilled in addressing inquiries, working with clients to begin their investment planning, and implementing new technology and operational solutions for the team.

Rachel has her SIE certification and is working towards her series 7 and 66 licenses. She lives in Fredericksburg with her partner, Wade, and their elderly Labrador, Tater Tot.

CLIENT SERVICE ASSOCIATE

Kristen recently joined Cary Street Partners in January 2023 as a Client Service Associate. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Kristen brings eight years of office management and client facing experience to the team.

She and her fiancé, Michael, met at James Madison University and recently moved to the area. They spend their weekends exploring and enjoying all that Fredericksburg has to offer.

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.

Kevin lives in Fredericksburg with his wife, Larissa, and their two cats. 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.