Cary Street Partners Adds Seasoned Financial Advisor, Expanding New Jersey Presence

MORRISTOWN, N.J.--(BUSINESS WIRE)--Cary Street Partners announces that Rich Spinner has joined the firm as Financial Advisor, Managing Director operating from the firm’s Morristown, New Jersey, office. Leveraging a successful multi-decade Wall Street career, for over 15 years Mr. Spinner has built an exceptional wealth management practice. His focus on financial planning and comprehensive investment solutions has allowed him to build a successful business serving high net worth clients and their family needs. “After working at large banks serving institutional investors in my career, I was fortunate to transition my experiences to serving the wealth management industry and the needs of my clients,” commented Rich Spinner upon joining Cary Street Partners. “I’m thrilled to be joining Cary Street Partners and can’t wait to leverage the firm’s robust platform and resource base. I chose the firm because it aligns perfectly with my dedication to truly prioritizing my clients’ ongoing needs.”

Cary Street Partners’ growing presence in the New Jersey market has continued unabated since establishing the Summit and then Morristown presence in 2019 with the support and integration of multiple acquisitions and recruiting efforts. The Virginia based headquarters expanded over this time to now include a significant and growing regional presence. The addition of Mr. Spinner greatly enhances this effort with the commitment to excellence and the investment in comprehensive wealth management solutions the firm is dedicated to provide.

Throughout his career, Mr. Spinner has been guided by the principles of integrity, competence, compassion, and attentive service, which have fostered trust and loyalty among clients and colleagues alike. "We are delighted to welcome Rich Spinner to Cary Street Partners," said Chief Executive Officer, Joseph R. Schmuckler. "Having previously worked together at another firm, I know firsthand Rich’s character and his drive towards excellence in all he does. He brings a depth of institutional quality experience and a proven track record of delivering value to everything he sets his mind to. Rich is well-positioned to utilize our firm's resources to deliver real value in service to his clients. I am also confident that his addition will further enhance our overall team and strengthen our commitment to exceptional client service."

About Cary Street Partners

Cary Street Partners Financial LLC is a leading independent financial services firm operating in 18 offices across seven states and manages approximately $10 billion in assets across all Cary Street Partners subsidiaries¹. Cary Street Partners provides comprehensive wealth management services including investment management, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners’ financial advisers serve individuals, families and institutions with customized strategies tailored to fit each client’s objectives. For more information, please visit carystreetpartners.com.

¹As of the completion of the acquisition (10/01/2024)
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.