Garrett McMillan
Vice President, Triad Wealth
Garrett McMillan became a principal with TRIAD Wealth Systems in 2009. He believes that building strong relationships through proactive communication and mutual trust is the only way to grow a successful business. By placing emphasis on closely understanding each client's unique needs and values, Garrett and the TRIAD team develops a full-scale financial plan that seeks to maximize a client's wealth.
Garrett graduated from the University of Missouri, Saint Louis with a bachelor's degree in finance. He is Series 7 and Series 66 licensed and his specialties include institutional money management and asset management for retail investors.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0H97795.