Kevin Garrett

Co-Founder

Atlanta, Georgia, United States25 yrs experience

Highly Stable

Key Highlights

20+ years of experience in wealth management
Expert in financial planning for diverse clients
Proven track record in legacy and retirement planning

Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial advisory services.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningStrategic PlanningBusiness Development

Other Skills

Investment AdvisoryTax StrategyWealth Preservation PlanningBudgetingCapital ManagementRetirement StrategiesAsset ProtectionInvestment AlignmentB2B SolutionsRevenue GrowthCost ReductionBusiness OperationsRevenue ManagementInvestmentsStrategic Financial Planning

About

As a Founder and financial advisor with 20+ years of experience, I help successful professionals turn their hard work into long-term wealth—and peace of mind. Whether you're a business owner navigating a liquidity event, a woman stepping into a new chapter, or a pro athlete thinking about life after the game, I’m here to simplify complex financial decisions. What sets my approach apart? ✅ Total wealth management focused on your goals ✅ Objective advice (no proprietary products) ✅ A deep understanding of transition moments—retirement, exit planning, or inheritance I’m especially proud to help: *Clients take control of their future and retire with confidence *Women become more engaged and empowered around financial planning *Families reduce taxes and transfer wealth meaningfully across generations If you're ready to talk about how your money can serve your life—now and in the future—let’s connect.

Experience

Integrated financial group | the brain trust

Founder/Partner

Jan 2010 – Present · 16 yrs 3 mos · Greater Atlanta Area · Hybrid

As a founder and financial strategist with 20+ years of experience, I help high-achieving individuals confidently turn complexity into clarity, especially during moments of major transition.
What I Do:
Design customized retirement and stock option plans that reduce tax exposure and maximize long-term wealth
Help women navigate divorce, loss, or major life changes
Guide families through legacy planning for families and philanthropists
Offer independent, conflict-free advice focused solely on my clients’ best interests
Proud Achievements:
Helped dozens of business owners navigate successful exits with smart tax strategies
Supported women rebuilding after divorce or loss with confidence and clarity
Built multi-generational financial plans that protect, grow, and honor family values
Before building a career in wealth management, I ran companies as a CEO and senior executive—so I understand how hard-earned wealth gets created, and what it takes to protect and grow it.
I believe clients deserve a partner, not just a planner. Someone who can translate complexity into confidence, guide decisions without conflicts of interest, and help define success on your terms.
💡If you're preparing for a major decision—or want a second set of eyes on your long-term strategy—let’s talk.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Wealth ManagementRetirement PlanningFinancial PlanningInvestment AdvisoryEstate Planning

Morgan stanley wealth management services, inc

Vice President / Financial Advisor

Jan 2009 – Jan 2010 · 1 yr · Atlanta, Georgia, United States

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm’s employees serve clients worldwide from more than 1,200 offices in 37 countries
■ Developed retirement strategies for executives and retirees with a focus on asset protection.

Retirement StrategiesAsset ProtectionFinancial Planning

Tandemgrowth financial advisors

Partner, COO and Financial Advisor

Jan 2005 – Jan 2009 · 4 yrs · Atlanta, Georgia, United States

■ As Chief Operating Officer, I led operations and financial planning; helped clients align investments with long-term goals.

Financial PlanningInvestment Alignment

Nitesweatz, inc.

Partner

Jan 2004 – Jan 2014 · 10 yrs

Company created high-quality, moisture wicking sleepwear for woman located in over 400 high-end boutiques in over 35 states as well as through the company’s on-line store. Assisted in successfully selling the business in 2014.
■ Responsible for strategic planning, budgeting and capital management (not active in the day-to-day activities of the business)
■ Nationally recognized in media such as O Magazine (Oprah Winfrey), Entrepreneur Magazine, Atlanta Business Chronicle, Atlanta Journal-Constitution, CBS News 46 (Atlanta), CNBC and NBC’s Today Show

Strategic PlanningBudgetingCapital Management

Qualisys technologies, llc

President and Chief Executive Officer

Jan 2000 – Jan 2003 · 3 yrs

Qualisys Technologies, LLC provided integrated contact solutions to the call center service sector primarily in the southeastern United States and Puerto Rico.
■ Built and sold this B2B tech firm; grew revenue 50% while reducing costs by 38%.

B2B SolutionsRevenue GrowthCost ReductionBusiness Development

Paging network inc. (pagenet)

Regional President

Jan 1992 – Jan 1999 · 7 yrs · Greater Atlanta Area

PageNet was the world’s largest publically traded wireless messaging company at that time
■ Directed an aggressive expansion of business operations, raising annual revenues from $15M to approximately $285 million (over $550M in today’s dollars) in only 7 years. Operations included approximately 1000 employees in 7 P&L offices and 25 branch offices located in the southeastern United States

Business OperationsRevenue ManagementBusiness Development

Paging network of orange county, inc.

3 roles

Vice President and General Manager

Promoted

Jan 1990 – Jan 1991 · 1 yr

■ Responsibilities included sales, customer service, telemarketing, billing, collections, financial analysis, human resources, employee training, inventory management, systems, and technology for a large operating area spanning Orange, Riverside, San Bernadino, and southern Los Angeles counties

Vice President and General Manager

Promoted

Jan 1988 – Jan 1990 · 2 yrs

■ Named as corporation’s youngest officer in February 1988
■ Restructured entire organization to affect large-scale improvements in operating efficiencies and customer service, which improved cash flow margins to over 60% annually (#1 in the country at that time), before the successful sale of the subsidiary to a regional competitor