Kevin Garrett, AWMA, CFS
Phone: (770) 353-6311 As an accomplished LPL Financial Advisor with extensive experience also managing both corporate and small businesses, Kevin provides important perspective and counsel to individuals who are interested in developing a long-term, strategic plan for their financial lives. Kevin partners with families to uncover their personal objectives, to manage and monitor their investments and to help them align their assets with their life’s goals. Prior to joining Integrated Financial Group, Kevin’s financial sector experience included being a Partner in another Atlanta-based Financial Planning firm where he was an advisor to many of the firm’s clients as well as acting as the firm’s Chief Operating Officer and Head of its Financial Planning Department. Additionally, he was a Financial Advisor on a wealth management team at Morgan Stanley Wealth Management Services. He received a BA degree in marketing from the University of Alabama and was also a graduate of the inaugural class of The Executive Program for Financial Planning Certification (CFP®) at the University of Georgia. Additionally, he has earned the Accredited Wealth Manager (AWMA) designation from The College of Financial Planning in Denver, as well as the Certified Fund Specialist (CFS) designation. He is currently working towards his Masters of Science in Financial Services. He holds the Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent and Series 65 - Uniform Investment Advisor registrations with LPL Financial. Kevin is a member of the Financial Planning Association (FPA). Kevin spent 20 years in senior management of both public and private companies where he managed diverse businesses in the United States and overseas. From his early role as the youngest senior executive in a highly successful telecommunications company, where he grew his business from $0 to $300 million in under 7 years, to more recent partnership roles in private venturesincluding: a holding company involved in developing and investing in real estate and a garment manufacturing and distribution business with 300 retail outlets in 35 states, Kevin has consistently demonstrated the ability to assess complex problems, quickly develop practical solutions and communicate ideas in a simple, easily understood manner. He is involved in the local community, most recently as a Committee Chairman with the North Fulton County March of Dimes, as well as being on Advisory Boards for the St. Jude Golf for the Kids Invitational and the Fulton County school system. Kevin is a member of the Atlanta Athletic Club where he is an active member on the club’s committees. He lives in the Atlanta area with his wife, son and daughter. 
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200 Ashford Center North Phone: 770-353-6400 |