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Cary began his career as a financial advisor in 1983. As a Senior Financial Advisor, Cary provides his clients with over 35 years of investment industry experience. His areas of focus include customized portfolio management, asset allocation advice, risk management, securities analysis, retirement income strategies and executive financial services.
Cary is a Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, and Merrill Lynch model portfolios. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Lynch Advisors.
Cary graduated from the University of Michigan in 1978 with a B.S. in Psychology. He was a member of the Academy of Certified Portfolio Manager’s first graduating class of advisors who achieved the Certified Portfolio Manager (CPM®) certification, taught in conjunction with the IEOR Department at Columbia University.
He was an active member of the Portfolio Management Institute and served on its board of directors from 2007 to 2012. He also served on the board of directors of the Academy of Certified Portfolio Management which is an entity dedicated to the continuing education, promotion, and development of the CPM® designation for portfolio managers.
Named to Forbes “Best-in-State Wealth Advisors” list in 2018 and 2019.*
Cary is a member of the Board of Directors for the Rehabilitation Institute of Michigan Foundation. He was recently a member of the Finance Committee for Oakland Hills Country Club.
He has been married to Patti for 34 years and has two adult children.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Source: Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
University of Michigan
Forbes' "Best-in-State Wealth Advisors" list in 2018
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