Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.