Kevin Garrett, AWMA, CFS

Tel: (404) 933-8787
200 Ashford Center North
Suite 400
Atlanta, GA 30338

Private Wealth Management For Select Individuals

Integrated Financial Group | Financial Advisor in Atlanta ,GA

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner
in one of the largest financial planning consortiums in Atlanta,
Kevin and his team focus his extensive planning strategies
around pursuing his clients' goals and dreams for themselves and
their families before and during retirement. He specializes in
assisting people who find themselves in a life event that is
financially impacting their lives such as divorce, death of a
spouse, pending retirement, inheritance, stock option grants and
employment contracts. We work often with women who are dealing
with challenges in their lives, as well as the unique needs of
sports and entertainment professionals.

Specialties: Retirement Planning, Investments, Estate Planning,
Business Development, Executive Compensation, Risk Management

10+ Years of Experience



General Information
Firm Start Year:   2003
No.of Employees:   50-99
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI
Number of Years with Current Firm:   8+
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Alternative Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   ■ Committee Chairman, North Fulton County March of
Dimes (2008-2009)
■ Advisory Board Member, St. Jude's Golf for the
Kids Invitational
■ Member, Barnwell Elementary School Board
■ Former Member, Technology Association of
Georgia?s CEO High-Tech Council
■ Former Member, American-Israeli Chamber of
Commerce, Telecommunications Committee


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets


Board Positions
Organization:  St. Jude's Golf for the Kids  Atlanta, GA
Position :  Advisory Board Member
Duration :  2011-2013

Organization:  North Fulton County March of Dimes  Atlanta, GA
Position :  Committee Chairman
Duration :  2008-2009


Education
Bachelors Degree in Business - Marketing  UNiversity of Alabama - Tuscaloosa, AL
1981-1985

Financial Planning Certification (CFP) - Executive Program for Financial Planning  University of Georgia - Atlanta, GA
2006-2007

Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds  Institute of Business & Finance - San Diego, CA
2010-2011

Accredited Wealth Management Advisor - Financial Planning  College of Financial Planning - Denver, CO
2007-2008



FAQs

  • Do you have a customer satisfaction or refund policy? We have a very high rate of client retention and haven't felt the need to implement such a policy at this time.
  • What are your qualifications? What is your education background? I received my BA degree from the University of Alabama where I majored in marketing. He completed The Executive Program for Financial Planning Certification (CFP) at the University of Georgia. Additionally, I've earned the AWMA and CFS designations. I hold the Series 7, 31, 63, and 65 federal and state licenses. I am currently working towards my Masters in Financial Planning.
  • What is your approach to financial planning? I believe in first developing a financial plan for each client, taking into account their near and long-term goals and based on "stress-testing" the investment and spending assumptions in a variety of investment environments, I will determine the best investment strategy for the client.
  • What services do you offer? Financial Planning Services, Investments, Risk Management, Estate Planning, Debt Management, Cash Flow and Tax
  • How many clients do you currently manage? I am happy to discuss this individually with any prospect.
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DISCLAIMER

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

Kevin Garrett, AWMA, CFS

Kevin Garrett, AWMA, CFS

CFS, AWMA

Biography


After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest.

I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor.

On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

My Services


Financial Advice & Consulting

Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe using a diversified investment strategy with low cost, tax- efficient investments.

My Team


Lesley  Hatfield
Lesley Hatfield

Partner / Dir. of Bus Dev

Lesley Hatfield is a Partner in the firm as well as its Director of Business Development. Her responsibilities include working with the firms strategic partners, clients and prospects. Her role is to educate others about the value of long-term financial planning and the importance of a solid, diversified investment strategy. Additionally, she works with our existing clients to ensure that each clients experience is the best it can be. Lesley is a shining example of the Entrepreneurial Spirit. As a Business Strategist & Coach she has created multiple businesses in a variety of industries. Sharing her experience and expertise as a guest lecturer for university level business programs, Lesley enlightens students about the advan ...more


Communities Served

MD

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Awards & Recognitions


Five Star Advisor in Forbes Magazine
(12/20/2017)

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.


One of the Advisors You Should Get To Know
(12/14/2015)

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

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