Brooks Garrett

Associate

Brooks Garrett

Associate
bgarrett@cpcadvisors.com

Brooks Garrett joined CPC Advisors in 2021. As a Trading and Research Associate, Brooks works closely with David Hunter. His primary responsibilities include executing mutual fund, equity, bond, and other types of security trades through our trading platform as well as analyzing client portfolios to determine proper adjustments needed in an efficient and timely manner. Brooks also researches and monitors mutual fund, equity, and bond positions while reporting on any changes in outlook, expectations, and positioning. His critical thinking and detail-oriented, analytical mind is a great asset to the CPC team.

Before joining CPC, Brooks was hard at work getting his Bachelor of Business Administration in Finance at the University of Georgia, where he excelled in Entrepreneurship, Financial Management, Financial Modelling, Microeconomics, Derivative Securities and Behavioral Finance among others.

In his spare time, Brooks likes to further his education by reading books, watching documentaries, streaming media, and working on miscellaneous Excel projects. He enjoys technology, innovation, and building customized computers. Brooks is an ardent UGA football fan and looks after his health through daily exercise, meditation and practicing mindfulness.

bgarrett@cpcadvisors.com

Brooks Garrett joined CPC Advisors in 2021. As a Trading and Research Associate, Brooks works closely with David Hunter. His primary responsibilities include executing mutual fund, equity, bond, and other types of security trades through our trading platform as well as analyzing client portfolios to determine proper adjustments needed in an efficient and timely manner. Brooks also researches and monitors mutual fund, equity, and bond positions while reporting on any changes in outlook, expectations, and positioning. His critical thinking and detail-oriented, analytical mind is a great asset to the CPC team.

Before joining CPC, Brooks was hard at work getting his Bachelor of Business Administration in Finance at the University of Georgia, where he excelled in Entrepreneurship, Financial Management, Financial Modelling, Microeconomics, Derivative Securities and Behavioral Finance among others.

In his spare time, Brooks likes to further his education by reading books, watching documentaries, streaming media, and working on miscellaneous Excel projects. He enjoys technology, innovation, and building customized computers. Brooks is an ardent UGA football fan and looks after his health through daily exercise, meditation and practicing mindfulness.

Ready to begin?
CONTACT US

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

Raymond James Privacy Notice | © 2021 Raymond James Financial Services, Inc.,  Member FINRA / SIPC