Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

Rusty Jones is a Financial Advisor for Cary Street Partners with a well-versed background in the financial services industry. Rusty has a 30-year background as a Certified Public Accountant advising both individuals and businesses. He brings a unique understanding of the complex world of finance, taxes, estate and legacy planning, business and investing to his role as a Financial Advisor. Rusty earned his Bachelor of Business Administration in Accounting from James Madison University, where he also received a minor in Economics. Shortly after, he received his Certified Public Accountant designation.

Experience:

• Edward Jones, Financial Advisor
• Jones Adams & Delp P.C., CPA, Founding & Managing Partner
• KPMG, Senior Tax Specialist

Education/Certifications:

• James Madison University, BBA, Accounting
• Certified Public Accountant, with PFP – Personal Financial Planning Designation

FINANCIAL ADVISOR, VICE PRESIDENT

Aaron joined the firm in 2012 with previous experience in the financial services industry with Hodges, Jones & Mabry, P.C. and State Farm Insurance. Aaron helps clients accomplish their objectives by assessing financial situations; developing and presenting financial strategies and plans; providing solutions for their individual financial needs, and monitoring changes in financial status and life circumstances.

Experience:

• Cary Street Partners, Senior Trading Specialist
• Hodges, Jones & Mabry, P.C., Insurance Advisor/Staff Accountant
• State Farm Insurance, Life and Health Specialist

Education/Certifications:

• Radford University, BBA, Business Management
• Series 7, 66 licenses

CLIENT SERVICE ASSOCIATE

Ethan is a Client Service Associate at Cary Street Partners in the Wytheville office. He is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Ethan is a recent graduate From Virginia Tech’s CFP program.

Experience:

• First Bank & Trust, Mortgage Lending & Wealth Management Intern
• Skyline National Bank, Bank Operations & IT Intern

Education/Certifications:

• Virginia Tech, B.S. Business in Finance, CFP® Certification Option