Garrett Smith, CFP®

Garrett Smith, CFP®

AVP | Financial Planner

Garrett loves working with clients and providing them with advice tailored to them. He has been in the industry for 4 years and has received the following licenses: Series 7, 63,66 along with SIE through LPL Financial, Medicare Supplement and Long-Term Care Insurance, Accident and Health or Sickness Insurance and Life Insurance.

Garrett earned his bachelor’s in Business Administration with a major in Finance from the University of North Carolina at Charlotte and he is a Certified Financial Planner as of 2023.

Outside of the office, he enjoys watching movies with his wife, Kyleigh, and spending time with his family. Garrett also likes to exercise and play video games with friends.