Garrison is a Financial Advisor working with the OCH group in downtown Chicago. The OCH Group is one of a select group of highly qualified and credentialed Merrill teams that is qualified in defined contribution plans who can help add value to your plan by:
-Offering access to 3(21) fiduciary services.
-Helping you shape your financial strategies.
-Offering thoughtful advice without a proprietary investment requirement.
-Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time.
-Working with you to create a plan that is designed to drive employee engagement and positive participant behavior.
-Assisting in the delivery of employee financial wellness programs and education.
-Helping employees connect their life priorities with their finances to help them pursue what matters most to them.
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.
