Kevin Garrett Email & Phone Number
Founder and Partner @ Integrated Financial Group | The Brain Trust
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Kevin Garrett Location
- Atlanta, GA, US
Kevin Garrett Work
- 2010 -now Founder and Partner @
- 2004 -2014 Partner @ NiteSweatz, Inc.
- 2009 -2010 Vice President and Financial Advisor @ Morgan Stanley Wealth Management Services, Inc
- 2005 -2009 Partner, COO and Financial Advisor @ TandemGrowth Financial Advisors
- 2000 -2003 President and Chief Executive Officer @ Qualisys Technologies, LLC
- 1992 -1999 Regional President @
- 1990 -1991 Vice President and General Manager @
- 1988 -1990 Vice President and General Manager @
- 1986 -1988 Sales and Sales Management @
Kevin Garrett Education
- University of Georgia - Terry College of Business
Executive Program for Financial Planning Certification (CFP®)
2006-2007 - The University of Alabama
Bachelor of Science - BS (Marketing & Finance)
1981-1985
Kevin Garrett Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Financial Planning
- Investments
- Strategic Financial Planning
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Series 7
- Wealth Management Services
- Tactical Asset Allocation
- Investment Strategies
- Holistic Financial Planning
- College Education Planning
- Income for Life
- Wealth Preservation Planning
- 401k Rollovers
- Roth IRA
- College Funding Strategies
- Managed Money
- Saving for Education
- Financial Planners
- Portfolio Management
- Wealth
- Series 63
- Securities
- Financial Advisory
- Long-term Care
- Financial Services
- Retirement
- Investment Management
- Financial Analysis
- 401k
- Alternative Investments
- Asset Managment
- IRAs
- Mutual Funds
- Wealth Accumulation
- SEP IRA
- Traditional IRA
- Simple IRA
- Education Funding
- College Savings Plans
- Entrepreneurship
- Business Owner Planning
- Qualified Retirement Plans
- Asset Management
- Business Development
- Strategic Partnerships
- Long Term Care
Kevin Garrett Summary
- Kevin Garrett, based in Atlanta, GA, US, is currently a Founder and Partner at Integrated Financial Group | The Brain Trust. Kevin Garrett brings experience from previous roles at NiteSweatz, Inc., Morgan Stanley Wealth Management Services, Inc, TandemGrowth Financial Advisors and Qualisys Technologies, LLC. Kevin Garrett holds a 2006 - 2007 Executive Program for Financial Planning Certification (CFP®) @ University of Georgia - Terry College of Business. With a robust skill set that includes Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments and more. Kevin Garrett has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Integrated Financial Group | The Brain Trust Employees
Land Bridgers
CEO
Atlanta, GA, US
Gerald Craig
Affiliate
Concord, NC, US
Nick Rios
Associate Adviser
Fort Lauderdale, FL, US
Carmen Schuck
Client Service Team Lead
Jacksonville, FL, US
Peyton Prince
Trading Associate
Roswell, GA, US
David Crew
Financial Advisor
Atlanta, GA, US
Crystal Epstein
Chief Compliance and Risk Officer
Atlanta, GA, US
Jason Bokina
Director of Marketing and Communications
Atlanta, GA, US
Ramey Hensley
Executive Scheduler
Atlanta, GA, US
Teresa Diligence
Compliance
Atlanta, GA, US
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