VP & Wealth Management Advisor
Cary is a highly accomplished Entrepreneur and Senior Executive with more than 25 years of success in the Finance, Banking, and Manufacturing industries. Her key areas of expertise include ideation, financial services (all aspects), M&A, commercial banking/lending, and business succession planning. Her specialties include Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Advisor in Philanthropy (CAP®). Currently, Cary is Vice President and Wealth Management Advisor at Merrill Lynch, where she and her team work with a select group of clients to develop strategies for college, retirement, worthy causes, and future generations. Prior to this position, she worked as Relationship Banker Candidate at Huntington National Bank, where she worked on special projects in the Bank’s marketing department, commercial lending division, and Investment Company. Cary is an entrepreneur at heart. In 2014, she founded Lotsa Brave People (LBP Concepts, LLC), an organization created so that people with chronic illnesses have functional, comfortable clothing to wear during various medical procedures. The line is endorsed by health care professionals at some of the country’s leading medical facilities. Cary holds a B.A. in Economics from the University of Virginia. She was a “Progressive Entrepreneur Award Finalist” for Smart Women and has a passion for helping women of all ages make confident financial decisions.