Gary Carpenter

Bringing over 20 years of experience in the financial services industry, Gary joined RCM&D in 2020 as a Financial Wellness Specialist. Gary brings an extensive knowledge of retirement plans as well as life and health insurance to the firm. His detail-oriented approach coupled with an open line of communication ensures solutions that fit each and every client.

As the team’s primary participant education specialist, Gary is responsible for assisting our client’s employees with a range of financial concerns. While imparting a basic understanding of the retirement program is at the core of his services, it is done through the lens of overall financial wellness for the participants.

Gary has worked for a variety of investment and banking organizations throughout his career, providing him with the ability to explain complex financial concepts in a clear and understandable fashion. Prior to joining the firm, Gary spent time at Legg Mason, Merill Lynch and PNC where he spent time as a Private Client Group Relationship Manager and Relationship Banker. In these roles, Gary consulted high net-worth clients.