I am a results-oriented person. In my life and in my work, I discern the goal, and I plan a path to attain it. The journey is not always straight: life, the markets and our personal biases can present challenges. But my experience, combined with that of the experienced talent surrounding me, has allowed me to guide my clients carefully.
I have worked with the talented individuals on the &Partners management team for more than two decades. We are aligned in our dedication to excellence, and we share one priority: serving our clients’ best interests. Together, we provide clients with independent advice and full-service support, including portfolio strategy and management; tax and estate planning strategy; and philanthropy guidance.
Most of my career has been with Alex. Brown and Wells Fargo Advisors. My clients value my serious, thoughtful management of their wealth, as well as the highly capable white-glove service my team and I provide.
About Cynthia:
B.A., Vanderbilt University
M.A., New York University
J.D., University of Kentucky College of Law*
CA Insurance License #0D34511
Cynthia lives in Manakin-Sabot, Virginia.
*Not currently practicing. Neither NewPoint Capital nor &Partners renders legal advice. Please consult your legal advisors before taking any action that may have legal consequences.
