Prior to joining Merrill Lynch Wealth Management in April 2011, Garrett worked for the global aerospace and defense company Lockheed Martin as an analyst in their business development group. Garrett helped manage the portfolio of new business acquisition investments for a multi-billion dollar business area. Looking to apply his services on a more personal level, Garrett now focuses on serving individuals, families, and businesses. By developing personalized strategies based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals, Garrett is passionately focused on helping clients strengthen their financial security. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Investments & Wealth Institute (The Institute) is the owner of the certification marks CPWA and Certified Private Wealth Advisor. Use of CPWA and Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.