MAY 2023

CSP Expands Office Network to South Carolina

We are pleased to announce

Eric J. Morris, Collin L. Castlebury, Kimberly A. Smith, and Thomas B. Underwood, III have joined the team, spearheading our expansion into South Carolina. This Greenville location is our 17th office and expands our reach into a sixth state.

Learn More About the Acquisition

“A near-term challenge for US markets is the lack of breadth.”



Read CIO Tom Herrick's Perspective

Secure Act 2.0:

How Contributions Are Changing

Read Article on Changes to the Retirement Secure Act 2.0

CSP Named by USA Today as Best Financial Advisory Firms 2023

(Received April 2023 for the year 2023)

Learn More About the Rankings.


This year's Wealth Management Symposium explored effort, environment and futurism.

Watch the Video Wrap-up on our LinkedIn.

Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers.