Tim Garrett

Tim Garrett, CFP®
Financial Consultant Truist Investment Services, Inc.

New Bern Main

375 S Front St,

New Bern, NC 28560-2133

Tim.Garrett@Truist.com

Phone 252-638-7139

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About me

Background

Tim Garrett is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Hospitality Management (Business Administration Minor)
East Carolina University 2002 2006
BB&T Banking School
Wake Forest University 2015 2017

Personal Interests

When Tim is not working, he enjoys fishing, boating, and spending time with family and friends.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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