Leadership

“When it comes to serving our clients, we believe the key is setting clear, obtainable goals. Based on those goals, we design a wealth management plan to help fulfill a client’s lifetime objectives in a socially conscious, systematic way. No two clients are the same, so no two plans are the same. There are no assembly-line processes here.”

— Michael Garrison

Michael has been helping individuals achieve their financial goals for nearly 25 years. He began his investment career in 1983 and was immediately drawn to the personalized nature of work in financial planning. He joined Thomson McKinnon Securities in 1984 as a financial consultant and founded his own firm in 1989.

Michael earned his Certified Financial Planner^TM designation in 2006 and is also a Chartered Financial Consultant. He is the creator of The Financial Freedom Navigator^™, a holistic and highly disciplined approach to investment and wealth management. He is also the founder of The Charitable Partners Program^™ for charitably conscious investors.

A graduate of the Cardigan Mountain School and the Hoosac School, he attended the University of Denver and earned his ChFC designation from the American College in Bryn Mawr, Pennsylvania. Michael also attended the Wharton Business School executive education program in 2003.

Michael and his family reside in Chatham, Massachusetts, where he is active in a wide range of civic, social and educational organizations. He also serves as the financial editor for WOCN-FM in Cape Cod and produces a bi-weekly radio program, “The Garrison Report.”™

*The Financial Freedom Navigator^™ is a trademark service of Garrison Financial, Inc. and not a service of Raymond James Financial Services, Inc.

Melanie Garrison
Client Service Representative

Melanie brings a wealth of experience in client support to her position at Garrison Financial. Before joining the firm, she attended the University of Denver and later held client service positions with both UBS Financial Services and Raymond James.

A Massachusetts native, Melanie is an active community volunteer, devoting her time to educational, religious, social and civic organizations.

Christine Orbe
Office Manager

Christine’s professional background includes marketing and sales as well as extensive experience in office management. Before joining the firm in 2006, she held positions with UBS Financial, PriceWaterhouseCoopers and other national companies.

A native of Schenectady, New York, Christine is a graduate of the State University of New York at Albany. She and her husband, Stephen, currently live in Harwich, Massachusetts.