Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

With over 40 years of experience in the financial services industry, Doug serves as a trusted advisor to individuals, families, and businesses on a variety of complex topics. He founded Stewart Wealth Management Group in 2002 and merged his firm with Cary Street Partners in 2007. Doug uses his experience and perspective to provide strategic leadership both for his advisory team and the firm. As Chairman of the Board of Cary Street Partners, and as a personal investor in the firm’s parent company, Cary Street Partners Financial, Doug is energized by building a world class business and helping entrepreneurial clients do the same.

For Doug, serving his clients and community is paramount. Doug is a founding member of the Community Foundation of the Rappahannock River Region and Virginia Tech’s APEX Center for Entrepreneurs. Doug is the former Chairman of the board of the George Washington Fredericksburg Foundation, Fredericksburg Academy, and the Mary Washington Hospital Foundation. He has sat on numerous additional boards as well, including the University of Virginia Healthcare Foundation. As a mark of his service, Doug has received the Jim Wheat Community Service Award.

Doug has been recognized as a top 10 broker in the country by Registered Representative magazine and as one of the top 5 Financial Advisors in the state by Virginia Business Magazine. He was also featured in R.J. Shook’s book, “The Winner’s Circle.”

Doug currently serves as a board member of the Northern Neck Insurance Company, as well as a board member of The McPherson Companies, Inc. in Birmingham, Alabama. He is also on the advisory board of Lingerfelt Commonwealth Partners and Petra Capital Partners.

Doug was born and raised in Blacksburg, Virginia. He graduated from Virginia Tech with a Bachelor of Science in Business and is a father of three.

FINANCIAL ADVISOR, MANAGING DIRECTOR

With over 17 years of experience in the financial services industry, Dan serves as a Financial Advisor to high-achieving individuals, families, and businesses. Having grown up in a small business household and spearheading many of his own business ventures, Dan has a unique and empathetic understanding of the challenges that entrepreneurs face. He specializes in simplifying complex issues by offering guidance on a wide range of topics and significant life events, while also fostering connections that help clients achieve success. In addition Dan is also an investor in Cary Street Partners and utilizes his leadership expertise to strategically guide his advisory team. With an emphasis on continuous improvement, Dan encourages everyone to leverage their strengths and reach their full potential.

Dan graduated from the University of Mary Washington, where he studied Business and Accounting while serving as President of his class. He now serves as an adjunct professor in the College of Business as well as trustee or board member for several organizations, including the University of Virginia’s Physicians Group Investment Committee, the Mary Washington Hospital Foundation, the UMW Foundation and associated UMWF Investment Committee, the UMW College of Business Executive Advisory Board, the Cary Street Partners Strategic Advisory Board and the Fairy Godmother Project.

Born and raised in Western Loudoun County, Dan now resides in downtown Fredericksburg with his wife and three children. In addition to his trustee and board member roles, Dan has remained active with his alma mater by serving as a Guest Lecturer on topics including Business Ethics and Financial Services. The Clendenins are passionate about health and fitness, food and wine, as well as spending time with family at two of their favorite places: the Outer Banks of North Carolina and the Georgian Bay of Lake Huron, Canada.

FINANCIAL ADVISOR, VICE PRESIDENT

With a finance and hospitality background, Jonathan stresses the importance of exemplary service by developing customized financial plans and assisting clients in all aspects of their lives. He joined the team in 2015 and obtained the CERTIFIED FINANCIAL PLANNER^® designation in 2018. As of 2023, Jonathan is also a Certified Private Wealth Advisor® professional.

Jonathan graduated from Virginia Tech with a B.S. in Finance and Hospitality and Tourism Management. He serves as a member of the Virginia Tech Recent Alumni Board.

When not at work, Jonathan enjoys spending time with wife, Kristen, and their baby girl. He stays active by mountain biking, walking his family dog, River, and playing golf.

FINANCIAL ADVISOR, ASSISTANT VICE PRESIDENT

Driven by a passion for promoting financial well-being, Brittany specializes in crafting comprehensive financial plans tailored to each client’s individual goals and unique circumstances. She joined Cary Street Partners in 2018 as a Client Service Associate and advanced to the role of Financial Advisor in 2020. In 2021, Brittany earned the CERTIFIED FINANCIAL PLANNER® designation, underscoring her commitment to professional excellence.

Brittany holds a Bachelor of Science in Business Administration with a minor in Economics from the University of Mary Washington. She remains actively engaged with her alma mater, serving on the University of Mary Washington’s Women’s Leadership Colloquium Advisory Board, educating students on personal finance as an adjunct professor, and contributing as a member of the Young Professionals Committee for the UMW College of Business Advisory Board.

Dedicated to her community, Brittany currently serves as president of the Rappahannock Rotary Satellite Club and as public relations chair for the Financial Planning Association of Central Virginia. She is also a proud graduate of the 2024 Leadership Fredericksburg program.

Outside of her professional and community commitments, Brittany enjoys playing tennis, spending as much time outdoors as possible—preferably near the water—and making memories with her husband, Theo, and their golden retriever, Bubbles.

CLIENT SERVICE ASSOCIATE - REGISTERED, VICE PRESIDENT

Anita R. Lewis has over 30 years of experience in the financial services industry, with a focus on client service, operations, and administrative support. In her current role, Anita is responsible for managing the day-to-day operational and administrative needs of high-net-worth individuals and institutional clients, ensuring a seamless and responsive client experience.

As a Financial Paraplanner Qualified Professional™ (FPQP™), Anita also provides planning support to a team of Certified Financial Planner™ (CFP™) professionals. She assists in preparing and maintaining financial planning documents and helps ensure that clients’ plans are implemented with accuracy and care.

Anita holds an Associate’s Degree in Business Administration and maintains FINRA Series 7, 63, and 65 licenses. A native of Fredericksburg, Virginia, Anita enjoys volunteering in her community and spending time with family and friends.

OPERATIONS & ADMINISTRATIVE ASSOCIATE

After a seven-year career in small business development and management, Ashley joined the team at Cary Street Partners in 2018. She provides primary support to the team’s advisors and assists in all areas of client service while also assisting with additional operational initiatives for the team and firm, including data analytics, event planning and logistics, and marketing.

Ashley graduated from University of Mary Washington with a B.S. in Business Administration and Psychology.

Outside of work, Ashley enjoys yoga, tending to her garden, and assisting with her partner’s brewery business.

CLIENT SERVICE & OPERATIONS SUPERVISION MANAGER, ASSISTANT VICE PRESIDENT

With over eight years of total experience in the financial services industry, Savannah leverages her diverse background and passion for financial literacy to support the Stewart-Clendenin team in a variety of roles. She primarily provides advanced operational, management, and service-related support to high-net-worth individuals and families. In addition, Savannah helps oversee day-to-day administrative and supervisory functions across Cary Street's branch offices, ensuring compliance with both firm and industry regulations. She joined the team in 2021.

Savannah graduated from the University of Mary Washington with a B.S. in Business Administration and holds a Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning, along with FINRA Series 7 and 66 licenses. She has served as Adjunct Professor at her alma mater's College of Business, teaching Personal Finance along with colleagues Dan and Brittany. Savannah is also a Committee Member and Budget Analyst for the Fredericksburg Regional Chamber of Commerce's "Next Gen" organization, a group dedicated to empowering young professionals in the community through networking and leadership events.

Outside of work, Savannah's hobbies include knitting and gaming. She enjoys staying active by playing tennis, hiking, and snowboarding.

OPERATIONS & ADMINISTRATIVE ASSOCIATE

Dominique's ("Dom") eight plus years of diversified service, event planning, and logistics experience helps bring a uniquely customer-focused perspective to the team's client service initiatives. Dom provides primary support to the team's advisors and assists in all areas of client service and operations.

Dom graduated from Virginia Tech with a B.S. in Wildlife Conservation and has an A.S. in Information Technology from New River Community College.

Outside of work, Dom enjoys PC gaming, traveling with her husband, and spoiling her three dogs.

CLIENT SERVICE ASSOCIATE - REGISTERED

Margaret (“Maggie”) has over 4 years of experience in the wealth management industry and dedication to helping clients achieve financial success. In her role, she provides primary support to the team’s advisors and assists in all areas of client service and operations.

Maggie graduated from James Madison University with a B.S. in Economics. She holds FINRA Series 7, 63, and 66 licenses.

In her spare time, Maggie enjoys outdoor recreation with her dog, Cash, and spending time with her friends and family.

CLIENT SERVICE ASSOCIATE

After a 10-year career as COO of multiple companies, Sadie joins the team as a dedicated Client Service Associate, where she plays a key role in supporting Financial Advisors and ensuring smooth client operations. She is responsible for all administrative duties and assists in all areas of client operations including opening new accounts and account maintenance.

Sadie is currently attending Southern New Hampshire University pursuing a degree in Business Entrepreneurship.

Outside of work, Sadie enjoys spending time with her fiancée, three children and two dogs. As well as listening to music and reading crime investigation books.

EXECUTIVE ASSISTANT

After a ten-year career in periodontics as both an Office Manager and Patient Advocate, Leslie joined Cary Street Partners in 2024. She provides primary support to Daniel Clendenin and assists in client outreach as an Executive Assistant. Using her excellent organizational skills, Leslie schedules client meetings, milestones and travel arrangements for the team.

Leslie graduated from the University of Massachusetts and received a master’s degree in early education from Wheelock College.

Leslie comes from a large family in the Cape Cod region and planted her roots in FXBG in 2020. She is a passionate people person and loves to help and support others. Outside of work, she loves to cook, landscape her yard and tend to her plants.

CLIENT ENGAGEMENT SPECIALIST

Following a seven-year career in various customer facing and brand development roles, Marina joined Cary Street Partners in 2024. Taking on the new role of Client Engagement Specialist with the Stewart Clendenin Team, Marina manages personalized client outreach, team marketing collateral and client events.

Marina graduated from the University of Mary Washington with a Bachelor’s degree in English literature and published her first children's book, Biffy the Bunny in 2023. She also owns and manages an ecommerce children's boutique, Ciao Baby.

Marina has been in Fredericksburg, VA since 2010 and loves immersing herself within the community. When she is not working, she loves to hike with her husband and son, do yoga and write.