Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

With over 35 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 and Chairman 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

As a senior advisor to high-achieving families for over fifteen years, Dan specializes in simplifying the complex. Growing up in a small business household, and now owning a business himself, Dan directly relates to the pain points many of his entrepreneurial clients work through in their own personal and professional lives. While counseling families residing in the U.S. and overseas on a comprehensive range of sensitive and significant life events, Dan also provides strategic leadership for the advisory team. With an emphasis on continuous improvement, Dan encourages everyone to leverage their strengths and reach their full potential.

In addition to serving as Managing Director of Cary Street Partners, Dan is also an investor in CSP’s parent company, Cary Street Partners Financial. 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 a trustee/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, 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 over ten years of diversified financial industry experience, Christina (“CT”) provides customized financial planning with thoughtful and wide-ranging advice to help her clients and their families achieve their goals. CT specializes in assisting individuals through life’s complex transitional periods, such as career changes, business successions, retirement, and more. CT obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2015 and her CERTIFIED DIVORCE FINANCIAL ANALYST® certification in 2020. She joined the team in 2018.

CT graduated from Virginia Tech with a B.S. in Finance. She stays active in her community by volunteering and supporting local nonprofit organizations such as Impact 100. She also serves as a board member for the VCU Massey Cancer Center Advisory Board and Virginia Tech Pamplin College of Business.

In her spare time, CT enjoys equestrian activities, reading, and watching Hokie sports games.

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

With a passion for spreading financial well-being, Brittany focuses on developing detailed financial plans that are tailored to clients’ goals and unique circumstances. Brittany joined the team at Cary Street Partners in 2018 as a Client Service Associate before becoming a Financial Advisor in 2020. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2021.

Brittany graduated from University of Mary Washington with a B.S. in Business Administration and a minor in Economics. She serves on the University of Mary Washington’s Women’s Leadership Colloquium Advisory Board and is on the board of the Rappahannock Rotary Satellite Club.

Originally from Pennsylvania, Brittany has lived in Fredericksburg for several years. Outside of work, she enjoys spending time with her family and friends, as well as her golden retriever, Bubbles.

CLIENT SERVICE ASSOCIATE - REGISTERED, VICE PRESIDENT

Anita has worked in the financial services industry for over 30 years. Throughout her tenure, she has held various client relations, operational, and management positions. Using her advanced conceptual and problem-solving skills, Anita provides high net worth individuals and institutional clientele with operational advice and assistance. Additionally, as a Financial Paraplanner Qualified Professional™ designee, Anita also assists in the financial planning process.

Anita has an Associate’s Degree in Business Administration. She holds FINRA Series 7, 63, and 65 licenses.

Anita is a native of Fredericksburg, Virginia and enjoys volunteering 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 with her cat, Hazel, and assisting with her partner’s brewery business.

CLIENT SERVICE ASSOCIATE - REGISTERED, ASSISTANT VICE PRESIDENT

With over five plus years of combined experience in personal banking and financial services, coupled with a passion for financial literacy, Savannah's responsibilities include providing primary support to the team's advisors and assisting in all areas of client service and operations. She joined the team at Cary Street Partners 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 of Financial Planning. She holds FINRA Series 7 and 66 licenses.

Outside of work, Savannah's hobbies include knitting and PC gaming as well as spending time with family, friends, and her two pet cats.

CLIENT SERVICE ASSOCIATE

As one of the newest members of the team at Cary Street Partners, 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 is currently pursuing an A.S. in Information Technology at New River Community College.

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

CLIENT SERVICE ASSOCIATE - REGISTERED

Margaret (“Maggie”) is the newest addition to the Cary Street Partners team, bringing three 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 and 63 licenses.

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