Garrett spends his days working closely with his clients to create personalized financial plans rooted in their distinct needs and objectives. He begins by getting to know each of his client’s goals and determining a steady, strategic path toward them. “My mission is to get clients to enjoy the process of saving for their long-term goals,” he said. Once they have determined which goals to pursue, Garrett shifts his focus to educating clients, helping them feel empowered in their financial lives and giving them the tools they need to make knowledgeable choices.
Authentic and reliable, Garrett prides himself on being a man of his word. He wants clients to know they can trust him, and he considers building meaningful relationships a key component of his role as advisor. He joined Raymond James in 2022 after working as a financial advisor at Edward Jones. A graduate of Texas A&M University, he holds a Bachelor of Science in biological and agricultural engineering along with his Accredited Asset Management SpecialistSM designation.
Garrett started college with plans to become an engineer. But while engineering would have allowed him to capitalize on his love of numbers, he realized he would miss spending his days building close ties with clients. That’s where investment services came in. “I still regularly enjoy digging into the financial statements of companies to determine their worth,” Garrett said. “But I’ve learned that the true value of my work lies in the relationships I make along the way.” Nowadays, Garrett applies his interest in math and in learning to help a broad array of clients – from nonprofits and energy companies to farmers and small business owners – pursue the lives they envision.
An active member of his community, Garrett is part of the board of directors for Dora Roberts Rehab and Big Spring Professional Rodeo. He has been on the board of directors for the Big Spring Chamber of Commerce and the United Way in Big Spring. Garrett has also served as president of the Greater Big Spring Rotary Club and is part of the Howard College Department of Agriculture advisory committee.
A West Texas native, Garrett resides in Big Spring with his wife, Kyla, and their two children, Brooks and Graycee. When he’s not in the office, Garett can be found coaching his son’s sports teams or doing CrossFit. He also enjoys running, woodworking, reading, hunting and sporting clays.
Raymond James is not affiliated with the above organizations and/or charitable causes.