Tim Garrett, CFP®

Vice President Financial Consultant Truist Investment Services, Inc.

Tim Garrett is a Financial Consultant with The Shoreline Group of Truist Investment Services, Inc. He offers his clients more than 13 years of financial services, retirement planning, and investment management experience. Tim enjoys helping clients navigate financial decisions, big and small. He holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc. He has seen firsthand the success and comfort that come along with a sound financial plan.

 

Tim’s work with The Shoreline Group of Truist Investment Services, Inc. helped to achieve recognition for the Forbes/SHOOK Best-in-state Wealth Management Teams 2023. Prior to his role as a Financial Consultant with the Shoreline Group, Tim was a Wealth Advisor with Truist serving high net worth families throughout eastern North Carolina with expertise in investment planning, estate planning, financial planning, and risk management. His work with Truist coupled with his entrepreneurial spirit and experience bring a unique perspective for business owners and real estate focused clients in eastern North Carolina. Tim would welcome an opportunity to meet you and see what he can do to help you and your family meet your financial goals. He understands the inimitable challenges of managing wealth and privacy in a small town.

Investment Adviser Representative, Truist Advisory Services, Inc.