Gary R. Carruthers, CRPC

About Me

I began my career as a financial advisor in 2007 with a 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.

My Planning Process

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 relationship, 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.

My Experience

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.

Outside of the Office

I enjoy boating, golfing, skiing, and shooting hoops when 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.

My Resources

I understand your time is valuable, and managing your finances shouldn't add complexity to your life. That's why I act as your dedicated point of contact - helping bring all the moving parts of your financial life together in one place. Whether it's investment planning or access to banking, insurance or lending solutions, I'll connect you with the right resources through Wells Fargo Advisors and its trusted affiliates. My goal is to simplify and streamline your financial world so you can focus on what matters most.

 

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