With an extensive background in the financial industry, Garrett has played a fundamental role in driving successful acquisition strategies throughout his career. Prior to his position at Elite Advisor Successions, Garrett founded Advisor Successions in 2012. Over the past three years, Advisors ...more

With an extensive background in the financial industry, Garrett has played a fundamental role in driving successful acquisition strategies throughout his career. Prior to his position at Elite Advisor Successions, Garrett founded Advisor Successions in 2012. Over the past three years, Advisors Successions has overseen the transitions of billions of dollars in AUM while Garrett’s personal practice, Coastline Wealth Management has also grown from $20 million AUM to $1.5 billion in AUM in less than 10 years. Garrett possesses a B.S. in Finance from Penn State University with a Certificate in Macroeconomics in Money and Banking. Along with his distinguished degrees, he has a Chartered Retirement Planning Counselor (CRPC) designation.less