Garrett joined Merrill Lynch Wealth Management in 2017 as a Financial Advisor. His focus is on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. By understanding their goals, Garrett is able to provide tailored strategies to help them accomplish their goals in the most efficient manner.
Garrett is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Garrett has played classical guitar since the age of 4. He has traveled the world performing solo concerts and with orchestras. One highlight was performing in multiple cities throughout Australia during the opening ceremonies of the 2000 Olympics. Garrett now resides in Mt. Prospect with his wife Tanya, and their son Jace, who was born on New Years Day in 2022. He enjoys golf, hockey, practicing guitar, and spending time with his family when he is out of the office.
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.