David Wayne Garrett
Amministratore Delegato presso Garrett Wealth Advisory Group LLC
Profilo
Mr. David W.
Garrett, CPA, is a Chief Executive Officer at Garrett Wealth Advisory Group LLC.
He oversees the firmwide vision and direction of the business.
He consults with the rest of the leadership team in formulating procedures, processes, and business development strategies.
He is also a founding and active partner of the firm.
Some of Mr. Garrett's past responsibilities include serving on the Weatherford City Council and Weatherford Utility Board along with serving as President of the Weatherford Chamber of Commerce and Weatherford Noon Lions Club.
He has served numerous years with the Parker County Economic Development Council and was a founding member of the Weatherford Education Foundation.
He is a graduate of Weatherford College & Texas Wesleyan University.
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER ™ practitioner, he holds a Series 7 and Series 24 Securities licenses through LPL Financial along with a Texas life and health insurance license.
Posizioni attive di David Wayne Garrett
Società | Posizione | Inizio |
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Garrett Wealth Advisory Group LLC
Garrett Wealth Advisory Group LLC Investment ManagersFinance Garrett Wealth Advisory Group LLC (dba BentOak Capital) is an independent, SEC-registered investment advisor headquartered in Weatherford, Texas. The firm was founded in 2014 and is owned by D. Wayne Garrett (65%) and Brandon Garrett (35%). BentOak Capital offers personalized wealth management solutions to high-net-worth families, trusts, and businesses. | Amministratore Delegato | 01/01/2014 |
Formazione di David Wayne Garrett
Weatherford College | Undergraduate Degree |
Texas Wesleyan University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Garrett Wealth Advisory Group LLC
Garrett Wealth Advisory Group LLC Investment ManagersFinance Garrett Wealth Advisory Group LLC (dba BentOak Capital) is an independent, SEC-registered investment advisor headquartered in Weatherford, Texas. The firm was founded in 2014 and is owned by D. Wayne Garrett (65%) and Brandon Garrett (35%). BentOak Capital offers personalized wealth management solutions to high-net-worth families, trusts, and businesses. | Finance |
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