Garett is a Vice President and a Senior Financial Advisor for Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry with two top tier investment banks and a global insurance and advisory firm. Garett has a wealth of experience and diverse resources behind him to provide the appropriate financial solutions based on the client's risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.
As your Senior Financial Advisor, Garett will build on a relationship of trust and mutual respect to understand your financial concerns and expectations. Together, you will address each individual situation and the collective goals, to develop a viable plan that will serve as a roadmap for your financial success in the present and the future. The plan will be structured around asset allocation and diversification with consistent review and will be flexible in order to grow with you.
As a native of New York, he began his career as a tax analyst for AXA Financial in midtown Manhattan. Garett then seized an opportunity to work with a multitude of fixed income products that led to Wall Street and a two year stint with J P Morgan and eventually Merrill. He worked for five years on the investment banking side of Merrill providing accounting and controls around proprietary positions. A desire to assist others in building a financial future has brought him to the retail side of the firm.
Garett earned his BBA degree with a Concentration in Accounting from Roanoke College in 1994. Garett holds the Chartered Retirement Planning Counselor, CRPC® and the CPFATM designations.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
