Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Garett is a Vice President and a Senior Financial Advisor for Merrill Lynch Wealth Management. He has more than 17 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 and overall investment goals.
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 CPFA™ designations.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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