Johnson City, Tennessee – Cary Street Partners today announced that Jeffrey L. Burgess has joined the firm as a Financial Advisor in its Johnson City, Tennessee office.
Burgess has over two decades of financial services industry experience. At Cary Street Partners, he will work with individuals, families and businesses in the Abingdon, Bristol, Johnson City and Kingsport communities. Burgess joins from BCS Wealth Management.
“Jeff is a wonderful addition to our firm and our team in Johnson City,” said Joseph R. Schmuckler, CEO of Luxon Financial, the parent company of Cary Street Partners. “He has spent his entire career building important relationships with families and businesses. At our firm, he will have access to institutional quality wealth management and investment solutions.”
“I am excited to be a part of Cary Street Partners,” said Jeff Burgess. “The firm’s platform provides the breadth of solutions and resources that will allow me to best serve my clients,” added Burgess.
Burgess attended both East Tennessee State and Milligan College.
About Cary Street Partners
Cary Street Partners is an independent financial services firm operating in a partnership culture. Cary Street Partners provides comprehensive wealth management services including financial planning, research and portfolio advisory services, performance reporting, investment management and estate and life insurance strategies. Our financial advisors service individuals, families and institutions with customized solutions tailored to fit each client’s objectives.
Kara M. Valentine
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 a member of FIN RA and SIPC. CSP2020376