Cary is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group with more than 30 years of broad-based experience in comprehensive financial planning, individual tax planning, and investment management. Cary has taught as an adjunct professor in Boston University’s Financial Planning Program and was a member of the program’s board of advisors. He has also lectured before numerous corporate, professional, and educational organizations, including the Financial Executives Institute, the Attorney General’s Office of the Commonwealth of Massachusetts, the Massachusetts Society of CPAs, and Harvard Law School, speaking on financial planning, including estate planning and