Sam (Trey) Garrard

Sam (Trey) G. Garrard, III AWMA®
Wealth Advisor Truist Bank

Mt. Juliet

1691 N Mount Juliet Rd,

Mount Juliet, TN 37122-8302

About me

Background

I’m an Accredited Wealth Management AdvisorSM (AWMA®) offering clients more than 18 years of financial planning, insurance, and investment experience. I work collaboratively with them to assess their financial situations, identify goals, objectives, and actual risk tolerance, and then form and execute an appropriate investment plan to obtain measurable results.

My purpose is to help clients protect their assets and way of life, enhance the performance and yield of their investments, and create an income plan that is both durable and tax efficient. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

When I’m not in the office, I enjoy spending time with my family. My wife, Dana, and I have twin sons, Jake and Riley, who are both in their senior year of high school. I’m an outdoor sportsman and love to camp, hunt, fish, and play tennis and golf. Our family farm in Hickman County keeps the entire family in touch with nature, a simpler way of life, and great people.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Accredited Wealth Management Advisor (AWMA®)
College for Financial Planning 2018
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