Stewart – Clendenin Team
We Are Your Financial Advocate

Recognizing that no two clients are alike, we take the time to listen – and to understand – your particular circumstances, goals and aspirations. This understanding serves as the basis from which we develop a comprehensive plan combined with sophisticated technology that addresses every facet of your wealth.

When crafting an integrated wealth management plan, we draw on our expertise in the following areas:

• Financial Planning
• Retirement Income Planning
• Business Planning
• Research & Portfolio Advisory
• Philanthropy
• Tax & Estate Planning
• Digital Asset Planning

Your goals remain the centerpiece of our recommendations and strategies.

Douglas Stewart

Financial Advisor, Managing Director
dstewart@carystreetpartners.com
540.735.2840
View Bio

dan_clendenin_circle
Daniel Clendenin

Financial Advisor, Managing Director
dclendenin@carystreetpartners.com
540.735.2840
View Bio

Jonathan Scimeca CFP®

Financial Advisor
jscimeca@carystreetpartners.com
540.735.2840
View Bio

Christina Todd CFP®

Financial Advisor, Vice President
ctodd@carystreetpartners.com
804.616.3412

View Bio

Anita Lewis

Client Service Associate Registered, Vice President
alewis@carystreetpartners.com
540.735.2840
View Bio

Astrid Blazek

Client Service Associate Registered, Vice President
ablazek@carystreetpartners.com
540.735.2840
View Bio

Brittany McBride

Client Service Associate Registered
bmcbride@carystreetpartners.com
540.735.2840
View Bio

Ashley Carpenter

Client Service Associate
acarpenter@carystreetpartners.com
540.735.2840
View Bio

Institutional Thinking for Individual Investors

We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:

Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.

Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class – across sectors, industries, and countries.

Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen top money managers, selecting those who meet the objectives established for that client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as appropriate.

Christina Todd: Giving back to ensure student success

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Congratulations to Dan Clendenin for being recognized for his professional accomplishments as well as his community impact by Fredericksburg VA Regional Chamber of Commerce on their 2018 Top 10 of Next Gen list.

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Login to your Cary Street Partners accounts – https://carystreetpartners.com/

Login to your Financial Portal – https://wealth.emaplan.com/ema/CS/Home

Access to – Financial Plan Discovery

Download our – New Client Questionnaire

Access Mortgage Calculator https://www.zillow.com/mortgage-calculator/

Access College Savings Calculator https://www.virginia529.com/resources/calculators/

Protecting Your Digital Assets – Tips for how to create a Digital Estate Plan

Services
We Are Your Financial Advocate

Recognizing that no two clients are alike, we take the time to listen – and to understand – your particular circumstances, goals and aspirations. This understanding serves as the basis from which we develop a comprehensive plan combined with sophisticated technology that addresses every facet of your wealth.

When crafting an integrated wealth management plan, we draw on our expertise in the following areas:

• Financial Planning
• Retirement Income Planning
• Business Planning
• Research & Portfolio Advisory
• Philanthropy
• Tax & Estate Planning
• Digital Asset Planning

Your goals remain the centerpiece of our recommendations and strategies.

Meet The Team
Douglas Stewart

Financial Advisor, Managing Director
dstewart@carystreetpartners.com
540.735.2840
View Bio

dan_clendenin_circle
Daniel Clendenin

Financial Advisor, Managing Director
dclendenin@carystreetpartners.com
540.735.2840
View Bio

Jonathan Scimeca CFP®

Financial Advisor
jscimeca@carystreetpartners.com
540.735.2840
View Bio

Christina Todd CFP®

Financial Advisor, Vice President
ctodd@carystreetpartners.com
804.616.3412

View Bio

Anita Lewis

Client Service Associate Registered, Vice President
alewis@carystreetpartners.com
540.735.2840
View Bio

Astrid Blazek

Client Service Associate Registered, Vice President
ablazek@carystreetpartners.com
540.735.2840
View Bio

Brittany McBride

Client Service Associate Registered
bmcbride@carystreetpartners.com
540.735.2840
View Bio

Ashley Carpenter

Client Service Associate
acarpenter@carystreetpartners.com
540.735.2840
View Bio

Investment Philosophy
Institutional Thinking for Individual Investors

We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:

Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.

Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class – across sectors, industries, and countries.

Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen top money managers, selecting those who meet the objectives established for that client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as appropriate.

In The News
Christina Todd: Giving back to ensure student success

View Post

Congratulations to Dan Clendenin for being recognized for his professional accomplishments as well as his community impact by Fredericksburg VA Regional Chamber of Commerce on their 2018 Top 10 of Next Gen list.

View Post

Client Resources

Login to your Cary Street Partners accounts – https://carystreetpartners.com/

Login to your Financial Portal – https://wealth.emaplan.com/ema/CS/Home

Access to – Financial Plan Discovery

Download our – New Client Questionnaire

Access Mortgage Calculator https://www.zillow.com/mortgage-calculator/

Access College Savings Calculator https://www.virginia529.com/resources/calculators/

Protecting Your Digital Assets – Tips for how to create a Digital Estate Plan

Douglas Stewart

Financial Advisor, Managing Director

After over 30 years of advising sophisticated investors, Doug brings significant experience and strategic perspective to the team. As founder of our advisory practice, he merged his former company, Stewart Wealth Management of Wachovia Securities, with Cary Street Partners in 2007. As a Board Member for Cary Street Partners, he is energized by building a great company and helping our entrepreneurial clients do the same.

Doug graduated from Virginia Tech with a B.S. in Business Administration. For Doug, serving his clients and community is paramount. He is past Chairman of the Board of Fredericksburg Academy, George Washington’s Fredericksburg Foundation, and the Mary Washington Hospital Foundation. He is a founding member of the Community Foundation of the Rappahannock River Region, Hope House and a Board member of the Virginia Tech APEX Board. Doug also serves as the Vice Chairman of Northern Neck Insurance Company’s Foundation Board.

My role on our team – advisor to client relationships, responsible for strategic leadership of our team

Daniel Clendenin

Financial Advisor, Managing Director

Beginning in 2007, Dan has counseled families on a wide range of sensitive and complex life events including: retirement and cash flow planning, company purchases and sales, real estate acquisition/divestment, estate and legacy planning and charitable objectives. He is passionate about planning and makes sure that this is the centerpiece of his recommendations and strategies. Dan joined the team in 2007.

Dan graduated from University of Mary Washington with a B.S. in Business, Accounting and Finance. He is very active with his alma mater where he serves as an Advisory Board member for the College of Business and is a Trustee of the Mary Washington Hospital Foundation. Dan also serves as a Trustee to the University of Virginia’s Physician Group Foundation.

My role on our team – advisor to client relationships, portfolio design and recommendations

Jonathan Scimeca CFP® 

Financial Advisor

With a finance and hospitality background, Jonathan stresses the importance of exemplary service by assisting clients in all aspects of their lives. He obtained the Certified Financial Planner™ designation in 2018 and joined the team in 2015.

Jonathan graduated from Virginia Tech with a B.S. in Finance and Hospitality and Tourism Management.

My role on the team – advisor to client relationships, financial planner

Christina Todd CFP®

Financial Advisor, Vice President

Ten years of diversified financial industry experience enables Christina to provide thoughtful and wide-ranging advice to clients to help them achieve their financial goals. She has particular experience working with entrepreneurs, their families and their companies. Christina obtained the Certified Financial Planner™ designation in 2015 and incorporates the principles in her daily practice. She joined the team in 2018.

Christina graduated from Virginia Tech with a B.S. in Finance. She believes it is important to be active and involved in your community. Christina volunteers with and supports the VCU Massey Cancer Center and serves on an advisory board for World Pediatric Project and Virginia Tech’s Pamplin College of Business.

My role on our team – advisor to client relationships, financial planner

Anita Lewis

Client Service Associate Registered, Vice President

With advanced conceptual and problem-solving skills, Anita provides our team’s high net worth individuals and institutional clientele with operational advice and assistance. In her role as a Financial Paraplanner Qualified Professional, Anita also utilizes our investment planning tools. She has been working with Doug Stewart and team for over 20 years.

Over her 28-year career in the financial services industry, Anita has acquired experience in various client relations, operational and management positions.

My role on the team – assist clients with operational account and servicing needs

Astrid Blazek

Client Service Associate Registered, Vice President

With over 30 years of experience in various customer relations and auditing positions, as well as specialized back-office operations and branch oversight, Astrid utilizes her broad expertise to assist the team with arrant operational, administrative and leadership support. Before joining Cary Street Partners in 2007, she worked for Stewart Wealth Management’s administrative staff and as Registered Financial Associate.

My role on the team – assist clients with operational account and servicing needs

Brittany McBride

Client Service Associate Registered

Brittany joined Cary Street Partners in 2018 as a client service associate and aspiring financial advisor. She graduated from University of Mary Washington with a B.S. in Business Administration and a minor in Economics. Brittany serves on the University of Mary Washington’s Women’s Leadership Colloquium Advisory Board.

My role on the team – assists the team in client review preparation while learning the various aspects of the advising practice

Ashley Carpenter

Client Service Associate

After a seven year career in small business development and management, Ashley joined Cary Street Partners in 2018. She graduated from University of Mary Washington with a B.S. in Business Administration and Psychology.

My role on the team - provide primary support to the team’s advisors and assists in all areas of client service and operations