Gary Carpenter

Gary Carpenter joined the firm in 2020 and serves as a Client Executive in the Retirement division. With three decades of experience in the financial services industry, he brings extensive knowledge of retirement plans as well as life and health insurance.

In his role, Gary works with clients to develop and support retirement strategies that align with organizational goals and participant needs. He is the team’s primary participant education specialist, working directly with employees to address a wide range of financial concerns. While helping participants understand their retirement programs is central to his work, Gary approaches education through a broader lens of overall financial wellness, helping individuals make informed, confident decisions.

Gary’s career includes roles with a variety of investment and banking organizations, where he developed a strong ability to explain complex financial concepts in a clear and approachable manner. Prior to joining the firm, he worked with Legg Mason, Merrill Lynch and PNC, serving as a Private Client Group Relationship Manager and Relationship Banker and consulting with high-net-worth clients.