Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #630008
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.