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Kevin Garrett Location
Atlanta, GA, US
Kevin Garrett Work
Founder and Partner @ (January 2010 - Present)
Partner @ NiteSweatz, Inc. (January 2004 - January 2014)
Vice President and Financial Advisor @ Morgan Stanley Wealth Management Services, Inc (January 2009 - January 2010)
Partner, COO and Financial Advisor @ TandemGrowth Financial Advisors (January 2005 - January 2009)
President and Chief Executive Officer @ Qualisys Technologies, LLC (January 2000 - January 2003)
Regional President @ (January 1992 - January 1999)
Vice President and General Manager @ (January 1990 - January 1991)
Vice President and General Manager @ (January 1988 - January 1990)
Sales and Sales Management @ (January 1986 - January 1988)
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 1 emails and 1 mobile phone numbers on RocketReach.
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