Sam Garrard Email & Phone Number
First Vice President - Investment Officer @ Wells Fargo Advisors
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Sam Garrard Location
- Franklin, TN, US
Sam Garrard Work
- First Vice President - Investment Officer @ (July 2021 - Present)
- Private Financial Advisor, AWMA (r) @ SunTrust Private Wealth Management (April 2017 - July 2021)
- Senior Financial Advisor @ (March 2017 - July 2021)
- Senior Investment Officer, 2016 Platinum Club Member @ (August 2011 - March 2017)
- Investment Specialist @ (August 2005 - August 2011)
- Vice President of Investment Services @ Community First Bank & Trust (August 2005 - August 2011)
- Financial Consultant @ (December 2003 - July 2005)
Sam Garrard Education
- University of Arkansas
Finance and Financial Management Services
1982-1984 - University of North Texas 1981-1982
Sam Garrard Skills
- Investments
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Finance
- Series 7
- Mutual Funds
- Investment Advisory
- Personal Finance
- Asset Allocation
- Investment Strategies
- Insurance
- Retirement Planning
- Retirement
- Financial Advisory
- Training
- Asset Management
- Customer Service
- Strategic Financial
- Estate Strategies
- Retirement Income Strategies
- Strategic Planning
- Management
- Advisory
- Portfolio Review
- Services
- Planning
- Research
- Financial Planning
- Advisory Services
Sam Garrard Summary
- Sam Garrard, based in Franklin, TN, US, is currently a First Vice President - Investment Officer at Wells Fargo Advisors. Sam Garrard brings experience from previous roles at SunTrust Private Wealth Management, SunTrust Investment Services, Inc., Investment Professionals, Inc. and VSR Financial Services. Sam Garrard holds a 1982 - 1984 Finance and Financial Management Services @ University of Arkansas. With a robust skill set that includes Investments, Strategic Financial Planning, Estate Planning, Wealth Management, Finance and more.
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