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, MS05-2026
High School Diploma -
First Presbyterian Day School
Macon, GA05-2022
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
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