Tim Garrett

Tim Garrett, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

375 S Front St

New Bern, NC 28560-2133

Tim.Garrett@Truist.com

Phone 252-638-7139

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About me

Background

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 PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. He has seen firsthand the financial well-being that comes 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 2025. 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 specializing 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 work toward your financial goals. He understands the inimitable challenges of managing wealth and privacy in a small town.

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

Education

Hospitality Management, Business Administration Minor
East Carolina University 2002 2006
BB&T Banking School
Wake Forest University 2015 2017

Personal Interests

When Tim is not in the office, he enjoys spending time with his wife, Jordan, and their two daughters, Lily and Mary Ella. He also enjoys traveling, fishing, and being on the water. His self-admitted weak spot is classic cars and he keeps telling himself that one is enough. Tim and his family are active members of their church. 

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2025
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.

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