CARY STREET PARTNERS
Cary Street Partners is a leading independent financial services firm offering comprehensive wealth management services including investments, planning and financial advice. Cary Street Partners financial advisors serve individuals, families, and institutions with customized strategies tailored to fit each client's objectives.
Meet Our Team

ERIC J. MORRIS
CFP® , CTFA
FINANCIAL ADVISOR, MANAGING DIRECTOR
Eric is a Financial Advisor working with individuals, families, and businesses to identify their financial goals and then guide them toward those goals. His approach to building long-lasting relationships with clients is effective communication with a focus on education. Eric primarily works with business owners and corporate executives, encouraging them to approach their finances as they do their business. He believes in the power of surrounding yourself with a team of tax, legal, and financial professionals and resources to organize and protect your wealth.
Experience:
- Truist Advisory Services, Inc., Managing Director, Financial Advisor Private Client Group Truist Investment Services
- BB&T Scott & Stringfellow, Managing Director
Education/Certifications:
- Wake Forest University, Calloway School of Business, BS, Business
- CERTIFIED FINANCIAL PLANNER™ designation
- Certified Trust and Fiduciary Advisor (CTFA)
- eric.morris@carystreetpartners.com
- Phone
- 864.569.0050

THOMAS B. UNDERWOOD, III
CFP®
FINANCIAL ADVISOR, MANAGING DIRECTOR
Thomas is a Financial Advisor who works closely with his team, clients, and other professional advisors to provide holistic advice. Thomas believes the foundation of financial success for his clients is based on comprehensive financial planning built around their goals. His approach to working with clients focuses on open communication with the objective of simplifying the complex.
Experience:
- Truist Advisory Services, Inc., Vice President, Financial Advisor Private Client Group Truist Investment Services
- BB&T, Wealth Advisor
Education/Certifications:
- Campbell University, MBA, Finance
- Campbell University, BBA, Minor in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ designation
- thomas.underwood@carystreetpartners.com
- Phone
- 804.616.3405

COLLIN L. CASTLEBURY
ASSOCIATE FINANCIAL ADVISOR
Collin is an integral part of his team as an Associate Financial Advisor, working with them since 2017. He leads in the construction of our client’s financial plans, implements investment strategy objectives, and interacts with our clients directly as an extension of the Advisors.
Experience:
- Truist Wealth, Business Development Officer
Education/Certifications:
- Greenville Technical College
- Series 7, 66 licenses
- Life and Health Insurance license
- collin.castlebury@carystreetpartners.com
- Phone
- 864.569.0041

KIMBERLY A. SMITH
CLIENT SERVICE ASSOCIATE - REGISTERED
Kimberly joined the team in September 2021 with previous experience in the financial services industry. She leads the team’s daily operations management, new client onboarding, and client services. Kimberly provides dedicated support to advisors and clients, enhances individual and business relationships, and delivers the highest level of administrative and operational solutions.
Experience:
- Truist Wealth, Brokerage Registered Client Service Associate
- BB&T, Wealth Support Specialist
- Wells Fargo, Lead Teller
Education/Certifications:
- Series 7, 66 licenses
- Securities Industry Essentials Exam
- Life and Health Insurance license
- kimberly.smith@carystreetpartners.com
- Phone
- 864.569.0042