Director of Financial Planning

As a CERTIFIED FINANCIAL PLANNER™, Gary's role at Select Portfolio Management, Inc. is to help individuals, families and business owners achieve their life goals and objectives through the creation of a personalized Financial Plan using implementation strategies normally reserved for the highly affluent.

Gary specializes in providing an integrated approach to Retirement, Estate and Legacy planning to Select Portfolio Management, Inc. clients. Specifically focusing on how to successfully transition from the wealth accumulation phase of life to the wealth distribution and transfer phases, Gary understands that financial planning, when done correctly, is a holistic approach to money with each financial goal having a direct impact on all other goals creating a future full of possibilities. Financial planning is as much about sharing your dreams as disclosing your assets.

Gary is recognized for using a highly consultative approach to help in the creation of personalized and comprehensive wealth management plans for the firm’s clients. He then educates them on strategies, designs and opportunities throughout the implementation process. Gary believes that today's Financial Planner is part consultant, part motivational coach, part advisor and part trusted friend willing to help you take control of your financial future throughout your lifetime.

Professional Experience

Gary McCarver has held the CERTIFIED FINANCIAL PLANNER™ certification since 1984. He is an Advisor and Director of Financial Planning for Select Portfolio Management, Inc. Gary is also a Registered Representative with Securities Equity Group, Registered Broker-Dealer, member FINRA and SIPC (Series 7, 63, and 65).

After over 30 years in the banking and financial services industry, Gary became a founding partner of a Registered Investment Advisory firm. After 10 years, he sold his interest in his RIA and joined the Select Portfolio Management, Inc. team.

Within the community, Gary has served for over a decade on the Board of Directors for local non-profit organizations and has published seven internationally performed plays. He brings a wealth of unique talents to the practice possessing expert-level skills in marketing, web design, and convergence technology. Gary has been recognized as a Five Star Wealth Manager from 2017 through 2024.

The CERTIFIED FINANCIAL PLANNER™ and CFP® professional certification marks are granted by Certified Financial Planner Board of Standards, Inc. recognized for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Securities offered through Securities Equity Group | Registered Broker-Dealer
Member FINRA & SIPC

¢ CERTIFIED FINANCIAL PLANNER™ #2206

¢ MBA - Asbury University, Wilmore, Kentucky

¢ University of California Irvine, Irvine, California

¢ Member - International Board of Standards and Practices for Certified Financial Planners - 1984