McKinley Carter Wealth Services announces the promotion of Monica M. Garver, CPA, CFP, AIFA, CDFA to director of the firm’s Retirement Plan Services (RPS) division.
As RPS Director, Garver works with the executive team to oversee all retirement plan services and components, and their delivery to the firm’s Retirement Plan clients. Additionally, she works as a financial strategist in the Johnstown office where she provides her wealth management clients with unbiased advice that seeks to help them reach their life goals. She also serves on McKinley Carter’s Investment Services Council (ISC), which oversees the design, communication, and implementation of its comprehensive investment programs.
Garver joined McKinley Carter in August 2019 with more than 35 years of professional experience in public accounting, bank trust services, financial planning, and investment management. A graduate of Duquesne University with a BS in Accounting, Monica is a National Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). Additionally, in 2020, she was selected as an AIF® Item Writer, designating her as a contributor to the Accredited Investment Fiduciary certification program based on merit. Monica is also a recipient of Pittsburgh Magazine’s “Five Star Wealth Manager Award.”
“We are very pleased to see Monica move into this new Retirement Plan Services director role,” said Brian Gongaware, CFP®, director of advisory services and chief compliance officer at McKinley Carter. “Monica’s technical expertise, industry knowledge, and her vast experience working with retirement plan sponsors and plan participants, makes her a valuable resource to our business clients, both large and small.”
Garver says she’s excited about her expanded role and looks forward to supporting the firm’s commitment to the retirement plan market in all regions in which it serves.
“We have such a deep bench of experience and expertise in retirement plans at McKinley Carter,” Garver said, “so I’m very honored to lead that team and share our success story as fiduciary partners for our business owner clients and their plan participants.”
McKinley Carter has served the retirement plan market for nearly two decades. In 2018, it earned the Fiduciary Excellence Certification from CEFEX®, the Centre for Fiduciary Excellence, LLC, which is the gold standard of retirement plan fiduciary services credentials.
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.
