April 9, 2018 — 5:50 PM UTC by Dina Hampton

1 Comment

Bryan Lawson has joined Cary Street Partners Investment Advisory LLC, a Richmond, Va.-based wealth advisor.  

Cary Street has $1.8 billion of assets under management and clears through Luxon Financial LLC, also of Richmond. See: Little-known Adhesion's big RIA wins less surprising when underlying pedigree is considered.

Lawson, who joined the firm earlier this month, was previously president and CEO of Highlands Wealth Management, a division of Highlands Union Bank of Abingdon, Va.

“Bryan is a great fit for our firm and he helps deepen the culture we are building,” said Joseph Schmuckler, CEO of Luxon Financial and Cary Street. “He has spent his career in the Tri-Cities region building important relationships with families and business here.

Schmuckler took the helm of Cary Street Partners in 2015 after a 35-year career at Kidder, Peabody; Nomura; and Mitsubishi UFJ.

“I am thrilled to become a part of the Cary Street Partners team,” said Lawson, in a statement. “They provide me the type of robust platform I need to serve my clients better while expanding the solutions I can offer each client. They have built a great independent financial services firm based upon a partnership culture that encourages independent thinking and the delivery of objective client solutions."

Lawson sits on the boards of the Washington County Library Foundation and the William King Museum of Art.

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Bob Ellis said:

October 5, 2009 — 6:36 PM UTC

I am very interested in what the advisors told their clients in terms of benefits to the client once they decided it was permissable to communicate. I am also interested about how many clients contacted the Ameriprise guy while the firm was calling and he couldn’t call.

I am also surprised at the high client retention numbers reported which are much higher than those reported elsewhere. Prior to 2008, somewhere on the order of 85% of clients went with wirehouse reps and 70% went with bank reps going independent. My contacts tell me these numbers are lower since 2008 and the industry’s “musical chairs.”

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