NEW CSP Conversation Series Podcast with Katie Stockton  |  Listen Now

Cary Street Partners Adds Truist Financial Advisors – Expands Office Network to South Carolina

GREENVILLE, S.C. (BUSINESS WIRE) – Cary Street Partners is pleased to announce Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding a 17th office and expanding its physical presence into a sixth state. Joining the Greenville office with Mr. Morris are Collin L. Castlebury, Associate Financial Advisor and Kimberly A. Smith, Client Service Associate. Mr. Underwood will be joining the existing Cary Street Partners’ office in Glen Allen, Virginia. Mr. Morris and Underwood previously served wealth management clients for over a decade at Truist and its predecessor firm, BB&T Securities, LLC. They will continue this work while helping to lead Cary Street Partners’ rapidly growing Southeastern market presence.

“We have always believed in the importance of surrounding ourselves with talented people and the teamwork fostered by a great team culture. We have watched the firm’s development and are excited to help add depth to this effort.” — Joseph R. Schmuckler, CEO, Cary Street Partners

Read More


Start a Conversation
with a Financial Advisor

Get Started