Garett Steele

Garett Steele graduated from the University of Houston with a Bachelor of Business Administration in Finance and is dedicated to helping individuals and families make informed financial decisions. Garett currently holds the Series 65 license.

As a Wealth Management Associate, Garett supports the firm’s advisory team through financial planning analysis, investment research, and client relationship support. In addition to his operational responsibilities, he serves in a junior advisor capacity, regularly participating in client meetings alongside senior advisors, helping develop planning recommendations, and contributing to discussions surrounding investment and wealth management strategies.

Working closely with clients and advisors, Garett assists with retirement planning, tax planning, investment allocation, and other key components of the financial planning process. His hands-on experience, combined with his commitment to ongoing professional development, allows him to provide meaningful support to both clients and the advisory team.

Garett enjoys hosting steak nights for his family, maintaining an active lifestyle, which includes going to the gym and playing golf.