A commitment to understanding you
As a Private Wealth Advisor, Garrett genuinely wants to make his clients’ lives better. He helps them pursue growth, takes financial tasks off their plate and educates them about wealth management. Garrett works intimately with a select group of successful families to provide guidance and build financial confidence. He specializes in bringing clarity and custom solutions to complex financial situations. Garrett’s empathy and humility enable him to become a trusted guide and develop deep relationships with clients.
“I genuinely care about my clients’ successes and failures, and will do anything I can to help them have more of the former while avoiding the latter.”
Garrett bought his first mutual fund when he was 12 years old with money he made from his paper route and mowing lawns. His parents were positive financial role models who taught him the value of saving and making your money work for you. His financial career began during the Great Recession of 2008, managing money for institutions. Through that baptism of fire, Garrett learned the importance of tuning out market noise and maintaining a disciplined investment strategy. He shares this knowledge with his clients today.
Experience
- Joined UBS Institutional Consulting in 2008
- Joined UBS Private Wealth Management in 2010
Credentials
- Chartered Retirement Plans Specialist (CRPS®)
- Series 7 & 66 securities licenses
- Insurance accreditation
- B.S., business management, Babson College
Life
- Garrett enjoys all types of outdoor exercise, including mountain biking, cycling and running.
- He and his wife Nina enjoy cooking and spending time with their Australian Shepherd, Gnocchi.
- Garrett has been involved with Habitat for Humanity since high school.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY