Fredericksburg, VA - Wealth Management

W. Lee Murray

Financial Advisor, Branch Office Manager, Managing Director

Experience:

• 15+ years of industry experience
• Edward Jones, Financial Advisor, 2004-2015
• Cary Street Partners, Financial Advisor, 2015-Present

Education:

• BS, University of Mary Washington

Licenses:

• Series 7 – General Securities Representative Examination
• Series 63 – Uniform Securities Agent State Law Examination
• Series 65 – Uniform Investment Adviser Law Examination
• SIE – Securities Industry Essentials Examination
• Series 9 – General Securities Sales Supervisor – Options Module Examination
• Series 10 – General Securities Sales Supervisor – General Module Examination

Check the background of this investment professional on FINRA’s BrokerCheck

W. Lee Murray

Lee was born and raised in Lynchburg, Virginia. He graduated from the University of Mary Washington where he studied Business Administration with concentrations in Accounting and Mathematics. During college, he was a member of their intercollegiate soccer team. He and his wife, Karli, live in downtown Fredericksburg with their son William and their daughter Katherine. Outside of the office, Lee enjoys spending time with family and friends, whether it be on the boat, playing golf, skiing or traveling.

Lee is active in the Fredericksburg community, including serving as past President of the Board of Directors at the Massad YMCA. In addition, he coaches various youth sports teams in the area and is currently the President of the Board of Directors for the Rappahannock Area YMCA as well as the Vice-President of the Board of Directors for the Friends of the Rappahannock.

Kirby L. Delloiacono, Client Service Associate

Kirby joined Cary Street Partners in 2016, shortly after graduating from Virginia Tech. She studied Applied Economic Management with a focus in Financial Planning. While at Virginia Tech, she was active with the VT Student Chapter of the Financial Planning Association as well as the campus recreational sports department, where she held various leadership roles.

Born and raised in Fredericksburg, Virginia, Kirby enjoys visiting the local restaurants and events with her husband and daughter. She and her husband, Alfred, enjoy their trips to their alma mater every fall for Hokie football games.

W. Lee Murray

lmurray@carystreetpartners.com
540.735.2840 Office

Kirby L. Delloiacono

KDelloiacono@carystreetpartners.com
540.735.2849 Office

Experience
Experience:

• 15+ years of industry experience
• Edward Jones, Financial Advisor, 2004-2015
• Cary Street Partners, Financial Advisor, 2015-Present

Education:

• BS, University of Mary Washington

Licenses:

• Series 7 – General Securities Representative Examination
• Series 63 – Uniform Securities Agent State Law Examination
• Series 65 – Uniform Investment Adviser Law Examination
• SIE – Securities Industry Essentials Examination
• Series 9 – General Securities Sales Supervisor – Options Module Examination
• Series 10 – General Securities Sales Supervisor – General Module Examination

Check the background of this investment professional on FINRA’s BrokerCheck

Curriculum Vitae
W. Lee Murray

Lee was born and raised in Lynchburg, Virginia. He graduated from the University of Mary Washington where he studied Business Administration with concentrations in Accounting and Mathematics. During college, he was a member of their intercollegiate soccer team. He and his wife, Karli, live in downtown Fredericksburg with their son William and their daughter Katherine. Outside of the office, Lee enjoys spending time with family and friends, whether it be on the boat, playing golf, skiing or traveling.

Lee is active in the Fredericksburg community, including serving as past President of the Board of Directors at the Massad YMCA. In addition, he coaches various youth sports teams in the area and is currently the President of the Board of Directors for the Rappahannock Area YMCA as well as the Vice-President of the Board of Directors for the Friends of the Rappahannock.

My Team
Kirby L. Delloiacono, Client Service Associate

Kirby joined Cary Street Partners in 2016, shortly after graduating from Virginia Tech. She studied Applied Economic Management with a focus in Financial Planning. While at Virginia Tech, she was active with the VT Student Chapter of the Financial Planning Association as well as the campus recreational sports department, where she held various leadership roles.

Born and raised in Fredericksburg, Virginia, Kirby enjoys visiting the local restaurants and events with her husband and daughter. She and her husband, Alfred, enjoy their trips to their alma mater every fall for Hokie football games.

Contact
W. Lee Murray

lmurray@carystreetpartners.com
540.735.2840 Office

Kirby L. Delloiacono

KDelloiacono@carystreetpartners.com
540.735.2849 Office