Gary Carpenter

Gary Carpenter is an experienced financial professional with a focus on retirement planning and client relationship management. Currently serving as a Retirement Client Manager and Financial Wellness Specialist at RCM&D since January 2020, Gary conducts enrollment meetings and provides financial guidance to retirement plan participants. Previous roles include Relationship Banker and Private Client Group Relationship Manager at PNC, as well as Financial Solutions Advisor at Bank of America Merrill Lynch. Gary's extensive background includes senior advisor positions at institutions such as Robert W. Baird, Morgan Stanley, and Legg Mason, where responsibilities ranged from managing high-net-worth relationships to providing specialized investment and estate planning services. Gary holds a Bachelor of Business Administration degree from Towson University.