Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Garrett Veal

Macon

Summary

Dynamic Wealth Advisor with a proven track record at Raymond James, excelling in cash flow management and client relationship building. Recognized for achieving high referral rates through exceptional service and strategic portfolio adjustments. Committed to delivering tailored insurance and education funding solutions, ensuring client satisfaction and loyalty.

Personable and analytical with keen understanding of financial markets and investment strategies, bringing solid foundation in financial planning and asset allocation. Possesses strong skills in data analysis and client relationship management, with focus on providing personalized and effective financial advice. Committed to helping clients achieve their financial goals and secure their financial future.

Overview

1
1
Certification

Work History

Wealth Advisor

Raymond James
05.2025 - 08.2025
  • Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
  • Achieved a high rate of referral business from satisfied clients through diligent attention to detail and commitment to excellence.
  • Maintained regular communication with clients, providing updates on portfolio performance and adjusting strategies as needed.
  • Promoted from Associate Wealth Advisor to Senior Wealth Advisor due to outstanding client relationship management skills.

Education

Master of Science - Banking And Finance

University of Mississippi
Oxford, MS
05-2026

High School Diploma -

First Presbyterian Day School
Macon, GA
05-2022

Skills

  • Reporting and analysis
  • Cash flow management
  • Insurance planning
  • Education funding

Certification

  • CIMA - Certified Investment Management Analyst
  • CPWA - Certified Private Wealth Advisor
  • CFP - Certified Financial Planner

Languages

English
Native or Bilingual

Timeline

Wealth Advisor

Raymond James
05.2025 - 08.2025

Master of Science - Banking And Finance

University of Mississippi

High School Diploma -

First Presbyterian Day School
Garrett Veal