Financial Advisor

Garrett takes pride in developing highly personal and professional relationships with each of his clients by offering a defined approach to investing. Since 1997, he has gained the knowledge and experience necessary to educate clients about their portfolios and assist with developing and defining a written financial plan established around their individual goals.  

Born in Winston-Salem, North Carolina, and raised in Reidsville, North Carolina, Garrett graduated from the University of North Carolina at Wilmington with degrees in Communications and Leadership. Garrett has served as Vice President of Investments with UBS/Pain Webber and Wells Fargo Advisors in Greensboro, NC. He also served as a Regional Branch Office Insurance Coordinator. Garrett is a Certified Instructor of Biblical Stewardship and works with numerous Churches and their congregations. His industry accomplishments include the UBS Asset Achievers Award, the Production Leaders Award, Nationwide Financial Circle of Excellence Leaders Award and belongs to the exclusive Continental “Who’s Who”. He is also a board member of Dignity Healthcare, Inc. 

Garrett is a supporting member of The Carolina Theatre of Greensboro, Greensboro Beautiful Foundation, Greensboro Historical Society, Urban Ministry and the ASPCA.  Active in his community and Church, Garrett volunteers for numerous local charities as well as being the Founder of Hope for Tomorrow: ALS Association. When he is not working or volunteering his time, Garrett enjoys spending time with his Family and Friends, traveling and cooking.

Garrett Mullins

Focused Responsibilities

  • Estate Planning and Wealth Transfer Strategies

  • Insurance Solutions- Annuity, Life, Long Term Care and Disability

  • Wealth Accumulation and Tax Deferred Strategies

  • Fee Based Planning

  • Individual, Business, Non-Profit and Institutional Money Management

  • Retirement Planning

  • Lifetime Income Solutions and Pension Maximizing Strategies

Contact

“I take pride in setting my clients up for a path of success by developing personal and professional relationships to understand their goals and needs.”

— Garrett Mullins