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Garrett McMillan

Vice President at TRIAD - Wealth Systems

Garrett McMillan is a financial advisor and Vice President of TRIAD Wealth in Saint Louis. He is recognized by Forbes as a Best-In-State Financial Security Professional, ranking #5 in Missouri.1 Garrett became a principal with TRIAD Wealth in 2009 and specializes in institutional money management and asset management for retail investors.1

Garrett holds a bachelor's degree in finance from the University of Missouri – Saint Louis and is Series 7 and Series 66 licensed.1 He is a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian, with a CA Insurance License #0H97795.1

In his role, Garrett focuses on building strong relationships with clients through proactive communication and mutual trust. He emphasizes understanding each client's unique needs and values to develop comprehensive financial plans aimed at maximizing wealth.1

As of November 2024, Garrett describes himself as a strategic-minded Financial Advisor who values collaboration with CPAs, considering them the most trusted advisors on a client's financial team.3 He specializes in helping clients pursue their financial goals amid life's various challenges.2

Related Questions

What are Garrett McMillan's main responsibilities at Park Avenue Securities?
How did Garrett McMillan become recognized by Forbes as a Best-In-State Financial Security Professional?
What is TRIAD Wealth's approach to maximizing clients' wealth potential?
How does Garrett McMillan integrate financial planning with client relationships?
What are Garrett McMillan's educational background and professional certifications?
Garrett McMillan
Garrett McMillan, photo 1
Garrett McMillan, photo 2
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Location

Greater St. Louis Area