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Cary Street Partners to Add Jeb Cogger as Head of Wealth Planning, Managing Director

Matthew Rubin HeadshotRICHMOND, VA—(BUSINESS WIRE)—Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director. Mr. Cogger brings almost 30 years of wealth management and financial planning experience to Cary Street Partners, having most recently served as the Senior Director of Financial Planning, Research & Education at Edelman Financial Engines. In his new role, Mr. Cogger will be responsible for the strategic direction, oversight, and enhancement of client financial planning services, including an expansion of the firm’s advanced planning capabilities. He will also lead Cary Street Partners’ financial planning steering committee, provide timely planning resources and content, and enhance internal training and coaching processes and programs.

“We are thrilled to welcome Jeb to our team. As Cary Street Partners continues to grow, we remain focused on delivering an exceptional experience for our clients supported by robust financial planning capabilities. Jeb is uniquely qualified to lead the strategic direction of our financial planning initiatives and allow us to offer more comprehensive planning solutions to our clients.” —Joseph R. Schmuckler, Chief Executive Officer, Cary Street Partners

 

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