Paraplanner & Client Service Associate

Carly Rutter joined Stonebridge Financial Group in February 2024 as a paraplanner and client service associate. She brings seven years of experience to the firm after serving as the director of investment operations at Northwestern Mutual. Carly is also a Retirement Income Certified Professional (RICP), is a notary public of Pennsylvania, and holds her Series 7 and Series 63 licenses.

In her position at Stonebridge, she assists the Financial Advisors with the planning support they need to create financial plans for their clients, which includes analyzing each client’s individual situation and providing sound recommendations to meet their financial goals and needs. Carly also aids in the onboarding and servicing of clients’ accounts.

Carly and her fiancé, Will, reside in the Harrisburg area with their two dogs, Rosie and Rambo. She loves spending her free time cooking new recipes, hiking, playing with her dogs and spending time with her family and friends. Carly also enjoys volunteering for events for Alex’s Lemonade Stand, which raises money to fight childhood cancer, and supporting various animal rescues, such as the Humane Society.