BRANCH OFFICE MANAGER, FINANCIAL ADVISOR, MANAGING DIRECTOR

Dawn is a long-time Charlottesville resident with over 30 years of experience in the financial services industry. Skilled in Financial and Estate Planning, she specializes in developing comprehensive financial solutions with an emphasis on building personal relationships. Dawn’s responsibilities include oversight of client services and the overall business success of her team. Everyone’s situation is unique, so Dawn holds herself accountable to recommend strategies with your needs and goals in mind. She takes the time to talk with you, get to know you, and gain an understanding of the critical aspects of your financial life, so she can assess the interaction of multiple objectives to make sure that your retirement is everything you want it to be, whether you are just starting out, rapidly approaching age 65, or already retired.

Experience:

• Old Dominion Capital Management, Managing Director and Pro Bono Financial Planning Volunteer
• SunTrust Bank, Charlottesville Market President

Education/Certifications:

• University of Virginia
• Certified Trust and Fiduciary Advisor (CTFA) designation
• Accredited Wealth Management Advisor™ designation
• CERTIFIED FINANCIAL PLANNER™ designation
• Life Insurance Consultant license
• Series 65

SENIOR ADVISOR

Jim Childress serves as a senior advisor to Cary Street Partners for corporate strategy and business development. As co-founder of Old Dominion Capital Management, Inc., Jim has over 30 years of industry experience as a trusted advisor to families and individuals helping them realize their financial objectives. Jim’s expertise includes investment management, and financial planning, as well as leading and developing teams. A graduate of the University of Virginia, he received the Chartered Financial Analyst designation from the CFA Institute.

Experience

• Old Dominion Capital Management, Managing Director
• A.G. Edwards and Sons, Inc., Investment Broker

Education/Certifications

• University of Virginia, BS, Chemistry
• Chartered Financial Analyst® designation

FINANCIAL ADVISOR, MANAGING DIRECTOR

Jeff has spent much of his 30-plus year career in the Financial Services industry, though he has extensive experience as a trout fishing guide in Montana, as well. Jeff’s primary responsibilities include client service and financial planning with an emphasis on tax planning and retirement income planning. Jeff is an enrolled agent with the IRS and has spent a number of years providing income tax return preparation and analysis for clients and representing them in the resolution of tax disputes.

Experience:

• Old Dominion Capital Management, Investment Counselor
• RJ Garner, Partner, Tax & Financial Planning
• Perfect Drift Guide Service, LLC, Owner
• H&R Block, Master Tax Advisor
• Valleylab, Senior Financial Analyst

Education/Certifications:

• Virginia Tech, BS
• CERTIFIED FINANCIAL PLANNER™ designation
• Enrolled Agent, Internal Revenue Service

FINANCIAL ADVISOR, MANAGING DIRECTOR

Michael has worked in the Financial Services industry in both Philadelphia and Virginia for over 20 years. Michael’s primary responsibilities include client service and financial planning with special expertise in professional and executive compensation and benefits. He is a licensed Insurance Consultant, so he can help you figure out what kind of policy is right for you in an entirely unbiased manner.

Experience:

• Old Dominion Capital Management, Investment Counselor
• The Niemeyer Group, Financial Planner

Education/Certifications:

• Virginia Tech, BS
• CERTIFIED FINANCIAL PLANNER™ designation
• Series 66

FINANCIAL ADVISOR, MANAGING DIRECTOR

Judd has spent his entire 30-plus year career in the Financial Services industry, including personal trust and estate administration. He specializes in developing comprehensive financial solutions with an emphasis on high net-worth individuals and professionals. Everyone’s economic and life situation is unique, so Judd always puts your needs first. He is dedicated to learning about your personal goals and uses that knowledge to help you make sure your remaining life will be everything you want it to be whether you are just starting out, approaching retirement, or already retired.

Experience:

• Old Dominion Capital Management, Investment Counselor

Education/Certifications:

• New England College, BA
• CERTIFIED FINANCIAL PLANNER™ designation
• Series 66
• Securities Industry Essentials license

LEAD PORTFOLIO MANAGER, DIRECTOR

Ted Brown is responsible for working with Cary Street Partners’ consultants to help build and evaluate client & prospect portfolios, as well as taking the lead role on the team managing CSP Global Portfolios, including manager selection and position sizing.

Experience:

• William M. Mercer Investment Consulting, Senior Portfolio Analyst
• J.C. Bradford & Co., Director of Manager Research
• Legg Mason Wood Walker, Director of Manager Research
• Golden Capital Management, Regional Director of Sales and Marketing

Education/Certifications:

• James Madison University, BBA, Finance
• University of Maryland’s Smith School of Business, MBA, International Business
• University of Maryland’s Smith School of Business, MS, Finance

FINANCIAL PLANNER

Jill helps our financial advisors maintain client relationships and accounts. She assesses clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance. She comes to Cary Street Partners with over seven years of industry experience.

Experience:

• Signature Estate & Investment Advisors, LLC, Associate Advisor
• Clearbrook Advisory Services, LLC, Financial Advisor

Education/Certifications:

• University of North Carolina Wilmington, BS, Business Administration, Finance
• North Carolina State University, CFP^® Certification Program
• CERTIFIED FINANCIAL PLANNER™ designation
• ACCREDITED INVESTMENT FIDUCIARY designation
• Series 7, 66 licenses

CLIENT SERVICE ASSOCIATE, VICE PRESIDENT

Laura is the first point of contact for all clients. She is dedicated, detail-oriented, and takes great pride in providing excellent service to clients and teammates. In addition to taking care of general office duties, Laura is responsible for assisting her team with all administrative account matters. She welcomes all guests and provides a positive experience to anyone visiting our office. Laura is also passionate about building strong client relationships.

Experience:

• Old Dominion Capital Management, Client Service Associate
• AB&C Group, Inc., Senior Team Lead