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 @
- 1988 -1990 Vice President and General Manager @
- 1986 -1988 Sales and Sales Management @
- 1986 -1988 Sales and Sales Management @
Kevin Garrett Education
- University of Georgia - Terry College of Business
Executive Program for Financial Planning Certification (CFP®) (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®) in 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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