Rocky Mountain Private Wealth Management is, at heart, a reflection of the life and investment experiences of co-founder Larry H. Carter.
Larry began his career as a civil engineer. He established himself as an entrepreneur from an early age, co-founding the Houston-based civil engineering firm Jones & Carter, Inc. in 1976.
Because Larry was a stock market enthusiast, it was inevitable that he would oversee the assets of the entire company at Jones & Carter. Well-prepared by years of research and the consistent pursuit of the next great investment idea, Larry eagerly embraced this role. Under his supervision, the firm's profit sharing plan, corporate assets, and partner assets produced successful returns.
Larry's continued investment success resulted in many potential clients knocking on his door. Family, friends, and colleagues repeatedly approached him to manage their investments in a private capacity.
In 2003, Larry co-founded Rocky Mountain Private Wealth Management, L.L.C. with son-in-law Gabriel Gallegos, a successful financial advisor in his own right. The two men were well-matched. They believed, their firm should not only successfully manage assets, but also provide individuals with the tools and training to understand the fundamentals of investing.
Today, Gabriel Gallegos remains committed to the investment philosophy so successfully implemented by his mentor, Larry H. Carter. In 2008 when Gabriel made the decision to expand Rocky Mountain Private Wealth Management, he insisted on teaming up with individuals that had the same ideology as Larry H. Carter. The decision was simple; Gabriel was honored to affiliate himself with financial advisors Pat Brown and Steve Brown of Frontier Wealth Management in Kerrville, Texas.
To learn more about the co-founders of Rocky Mountain Private Wealth Management, click on the names below:
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Larry H. Carter
Larry Carter received his bachelor’s and master’s degrees from Texas A & M University in civil engineering. He served in the U.S. Army Corps of Engineers. In 1976, he co-founded Jones & Carter, Inc., Consulting Engineers, a 250 person engineering firm with offices in Houston, The Woodlands, Austin and Dallas, Texas. Larry retired as an engineer in 1995 but continued at Jones & Carter as an in-house money manager. In 2003, he formed Rocky Mountain Private Wealth Management, L.L.C., with his son-in-law, Gabriel Gallegos.
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Gabriel S. Gallegos
Gabriel Gallegos received his bachelors degree in business administration from Texas A & M University Corpus Christi in 1999. He began his investment career as a fee-based financial planner with AXA Advisors. In 2001, Gabe joined Morgan Stanley Dean Witter as a financial advisor working with a team responsible for managing over $40 million. In 2003, Gabe joined Larry Carter in forming Rocky Mountain Private Wealth Management, L.L.C.
To learn more about our registered investment advisors, click on the names below:
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Pat Brown
L. S. "Pat" Brown is retired from a long and successful career as a consulting civil engineer. With a Bachelors degree in Civil Engineering from Texas A & M University and a Masters Degree in Business Administration from the University of Houston, he founded Brown & Gay Engineers, Inc. in 1975 and helped develop it into a successful engineering firm that is highly rated in the Engineering News Record Top 500 firms in America. Pat was heavily involved in the financial management of the firm and directed investments of the firm's multimillion dollar profit sharing and 401K plan. He also served 23 years in the U. S. Army and the active reserves retiring as a Lieutenant Colonel. Pat has focused on mutual fund investing since 1995 and became a registered investment advisor representative in 2004. He now puts all of his efforts into managing investments. He currently resides in the Fredericksburg-Comfort area.
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Steve Brown
Steve Brown has lived in the Kerrville area since 1986 and has been involved in ranch and wildlife management for much of that time. After attending training courses on mutual fund investing he became a registered investment advisor representative in 2004. Since that time he continues to attend training courses and conferences to stay current in his investment career. He received a Bachelors degree in Finance from Texas A & M University in 1984. He served 7 years in the U.S. Army active reserve. Steve has two children who graduated from Ingram schools and he is very involved in community activities.