Roos and Cartrette will serve as investment advisors with Cardinal Wealth Services, offering a wide range of financial products and services through Raymond James Financial Services, an independent broker/dealer.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The bank said both advisors will be responsible for trading and investment oversight, individual portfolio management, and business development in their respective markets.
Roos will join Cardinal Wealth Services team with over 25 years of investment experience. He will serve clients in Loudoun County. He will join the firm from TD Wealth Management, where he served as a financial advisor.
Earlier, Roos has worked for major investment firms including Smith Barney, Morgan Stanley and UBS Paine Webber.
Cartrette is a seasoned investment professional with more than 15 years of experience in the industry. He will in the greater Prince William region.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataMost recently, Cartrette was a financial advisor with PNC Investments. Prior to PNC, he owned his own financial company in Maryland.
Cardinal Trust and Investments president Kevin Reynolds said that their private client experience and local market knowledge will provide clients valuable investment expertise and continue to raise the capabilities of this important business unit.
