Gary J. Weir

Gary J. Weir

Relationship Manager

Followers of Gary J. Weir740 followers
location of Gary J. WeirNew York, New York, United States

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  • Timeline

  • About me

    Senior Relationship Manager at Empower

  • Education

    • St. Thomas Aquinas/Bishop Ahr High School

      1977 - 1981
    • Providence College

      1981 - 1985
      BA Humanities

      Activities and Societies: Editor-in-Chief of "The Cowl" - School Newspaper WDOM-FM - School Radio Business Concentration

  • Experience

    • CIGNA Retirement & Investment Services

      Jul 1993 - Dec 2002
      Relationship Manager
    • The NIA Group

      Jan 2003 - Sept 2006
      Retirement Plan Specialist
    • Frenkel Benefits LLC

      Oct 2006 - Aug 2018
      Vice President - Retirement Services

      Gary is responsible for maintaining and expanding Frenkel’s retirement plan business and developing the tools that will help clients manage their fiduciary, communications and compliance responsibilities to help ensure a successful plan outcome for both the plan sponsor and the participant. Gary brings over 20 years of experience in the retirement services and financial industry to Frenkel Benefits, where has worked for over 10 years.Gary was selected as a 401 Top Retirement Plan Advisor by the Financial Times. in both 2015 and 2016. Find the report here: http://ignites.money-media.com/t/2274249/10854563/55644009/4/Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Investment advice offered through Global Retirement Partners LLC, a Registered Investment Advisor. Frenkel Benefits LLC, Global Retirement Partners LLC and LPL Financial are separate non-affiliated entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this profile may only discuss and/or transact securities business with residents and/or employees of businesses in the following states: NY, NJ, CT, PA, MA, SC, CA, CO, OH2016 Financial Times Top 401 Retirement Plan Advisors minimum criteria: financial advisors managing at least $50 million in defined contribution (DC) plan assets and for whom DC plans represent at least 25% of total AUM. Selected based on several criteria, including assets under management in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan assets under management, growth in number of DC plans advised, average participation rate in advised DC plans, years of experience as a DC planner, industry certifications, and compliance record. Show less

    • Empower

      Aug 2018 - now
      Senior Relationship Manager

      With more than 30 years of experience in the retirement and investment industry, Gary helps clients maximize the potential of their retirement plans by tailoring the offerings of Empower to each employer's needs. During his retirement career, Gary has represented the provider, the employer and the advisor and brings a unique perspective of understanding to the interests of all parties in resolving issues and moving the interests of his clients forward.

  • Licenses & Certifications

    • Series 7

      FINRA
      Mar 2001
    • Series 63

      NASAA
      Jun 1994
    • Series 6

      FINRA
      Jun 1990