Matthew Garnett, CFP ®

Treatment Care and Family Services Provider

706 followers

Westport, Connecticut, United States

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Timeline
About me
Vice President, Investments at Raymond James
Education
- Darien High School
  1986 - 1990
  HSD
- University of Bridgeport
  1999 - 2002
  MS Counseling
- Bucknell University
  1990 - 1994
  BA Psychology, Business, English, History
  Sigma Phi Epsilon Fraternity, Wrestling
Experience
- Silver Hill Hospital
  Jan 2003 - Jan 2004
  Treatment Care and Family Services Provider
- Private Practice
  Jan 2004 - Sept 2008
  - Psychotherapist and Life Coach
    Sept 1996 - Sept 2008
  - Program Director, New Haven Outpatient Services
    Jan 2004 - Jan 2008
- UBS
  Jan 2008 - Jun 2019
  Vice President - Wealth Management ; Wealth Advisor
  Wealth AdvisorCertified Financial Planner ™
- Raymond James
  Jun 2019 - now
  Vice President, Investments
Licenses & Certifications
- CA,CT,DE,FL,IN,KY,MD,ME,MN,NC,NJ,NM,NY,PA,SC,TN,TX,VA,VT
  FINRA
- FA Registered States
  CA,CT,DE,FL,IN,KY,MA,MD,ME,MN,NC,NJ,NM,NY,PA,RI,SC,TN,TX,VA,VT
- CERTIFIED FINANCIAL PLANNER ™
  CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS
  Mar 2016
- Life, Accident, Health Insurance and Variable Products Licensed: CT, FL. ME, NJ, NY, PA, TX
  State o Connecticut Insurance Department
  Jul 2008
- Series 66 - Uniformed Combined State Law
  Financial Industry Regulatory Authority
  Mar 2008
- Series 7 - General Securities Representative
  Financial Industry Regulatory Authority
  Mar 2008
Volunteer Experience
- Board of Directors
  Issued by The Susan Fund, Inc. on Jan 2004
  Associated with Matthew Garnett, CFP ®
- Bike Rider
  Issued by The Connecticut Challenge on Jul 2012
  Associated with Matthew Garnett, CFP ®