Christopher Garrett
Senior Wealth Advisor at Motley Fool Wealth Management
Based in Charlotte, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
22
Contact information
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c•••••••@foolwealth.com
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Background
About Christopher Garrett
As a Senior Wealth Advisor at Motley Fool Wealth Management, my role is to orchestrate the growth and protection of assets for high-net-worth individuals. Leveraging my Certified Financial Planner (CFP) credential, I manage over $300 million in assets, ensuring each client's financial strategy is robust and tailored to their unique needs.The team and I excel in converting prospects to clients, with a 20% success rate, the highest amongst my peers, by employing consultative sales techniques and comprehensive planning tools like MoneyGuide Pro. Specializing in retirement decumulation and tax optimization, my approach is focused on fostering enduring client relationships and collaborating with their trusted advisors to secure financial legacies.
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