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Kevin Garrett, AWMA®, CFS
Integrated Financial Group

Tel: 770-353-6311
200 Ashford Center North
Suite 400
Atlanta, GA 30338
Integrated Financial Group | Financial Advisor in Atlanta ,GA

Private Wealth Management For Select Individuals


About Kevin Garrett

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.


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.

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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
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Options & Futures, Bonds
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home

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

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000

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

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Financial 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.


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.

Why should I choose you as my financial advisor?

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 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.

How do you charge for your services?

Typically, I charge a percentage of Assets Under Management (AUM). The percentage is based on the amount. I will also provide some financial planning services on a flat fee basis on occasions.

How are you compensated? How will I pay for your services?

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

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

Alpharetta Atlanta
Cumming Duluth
Kennesaw Lawrenceville
Lilburn Marietta
Roswell Scottdale
Snellville Stone Mountain
Woodstock MD

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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