Richmond-based Wealth Management and Investment Banking firm, Cary Street Partners, LLC, announces the addition of Mel McCullough as Financial Advisor
Online PR News – 08-August-2014 – Richmond, Virginia – Richmond, Virginia – based Wealth Management and Investment Banking firm, Cary Street Partners, LLC, announces the addition of Mel McCullough as Financial Advisor in the firm’s Wealth Management Division in San Antonio, Texas.
Mel joins Cary Street Partners from Citigroup Global Markets, Inc., where he served as Financial Advisor/Vice President in the Citi Personal Wealth Management Group for more than 19 years. Prior to his employment with CitiGroup Global Markets, Inc., he held positions with Champion Group, Household Finance, ITT Financial Services and Dun & Bradstreet.
A respected leader in the financial services industry, Mel brings to the firm vast wealth management knowledge and expertise. Specializing in retirement income planning and 401-k rollovers, Mel leverages his expansive expertise to methodically pursue his clients’ long-term financial goals through comprehensive, individualized financial planning.
"Cary Street Partners is complimented by Mel McCullough's decision to join our firm. Mel's experience at developing and maintaining long term, loyal client relationships is the essence of what we look for in our people. We are excited to have Mel on board,” said James Thomas, Managing Director and Partner at Cary Street Partners.
Mel studied Business at San Antonio College in San Antonio, Texas and currently holds the Series 7, 63, and Group 1 Licenses as well as the Life, Accident, Health and HMO Insurance Licenses.
About Cary Street Partners:
Cary Street Partners (www.carystreetpartners.com) is a full service wealth management and investment banking firm headquartered in Richmond, Virginia with eleven branch offices throughout Virginia, North Carolina, Georgia, Tennessee and Texas. The firm provides objective wealth management and investment banking solutions to successful individuals, institutions and companies. The Wealth Management division provides financial advice to individuals, family offices and nonprofit institutions, including financial planning, manager recommendations and portfolio construction and maintenance. The investment banking team provides merger and acquisition advisory services, private placements of debt and equity capital, and strategic advice to emerging growth companies in select industries in the Southeast. Cary Street Partners is the trade name used by two separate limited liability companies, Cary Street Partners Investment Advisory LLC, a registered investment advisor; and Cary Street Partners LLC, a registered broker-dealer and member of FINRA and SIPC.