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Gary R. Carruthers, CRPC

Managing Director - Investments
Senior Financial Advisor

Phone Number

(516) 677-5545

Toll Free

(800) 874-9784

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I began my career as a financial advisor in 2007 with a clear goal: to help individuals and families navigate their financial journeys with confidence. Over the years, I've worked closely with clients to build personalized strategies tailored to their long-term goals and risk tolerance. Having guided clients through some of the most significant market shifts in recent history, I bring a steady hand and a strategic mindset to structuring portfolios and developing detailed, goals-based plans.

Putting your wealth to work isn't a one-time event - it's a journey. Your life evolves, and so should your financial strategy. That's why I believe in building an ongoing partnership, not just offering a single planning session. As your circumstances change, I'll be here to adjust your investment strategies and help keep you on track toward your goals. Together, we'll make sure your plan stays aligned with what matters most to you - now and in the years to come.

Before joining Wells Fargo Advisors in 2024, I served as a Senior Vice President of Investments at JPMorgan Securities. I hold a bachelor's degree from Bucknell University and a master's degree from Stony Brook University, and I've earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.

I enjoy boating, golfing, skiing, and shooting hoops with I can - but most often, you'll find me on the sidelines of a sports field cheering on my kids. My wife and I live in Smithtown, New York, where we're raising our two wonderful children.

Certificates

CRPC

Education

  • Bucknell University
  • Stony Brook University
  • College for Financial Planning
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