Kirk Bell, the Central division director for Raymond James Financial Services (RJFS) has welcomed Garrison Financial Group to the firm, which is operated by financial advisors Craig Garrison, Timothy Hall, CFP, and Matthew Strelau, CFP.
Based out of Littleton, Colorado, Garrison Financial Group is supported by investment broker, Andrew Ekberg, MBA, client service associates Emily Gabriel, McKell Gurewitz, Misty Cummins, Andy Hackard, Jared Espinoza and Kate Kaye, and marketing consultant Katie Cline. And together, they are committed to Bringing Your Legacy to Life for clients ranging from business owners and corporate executives to families, pre-retirees and retirees. This group arrives from Northwestern Mutual, where they managed more than $300 million in client assets.
Garrison brings over 19 years of experience as a financial advisor in addition to serving as a public accountant at the beginning of his career. Garrison attended the University of Maryland, where he received a bachelor’s degree in accounting.
Hall works as partner at the practice and offers 15 years of industry experience. He is committed to fiduciary standards as a CFP. Hall – a graduate of Virginia Tech – also holds a bachelor’s degree in financial planning.
KEY QUOTES:
“We are thrilled to join Raymond James, a firm that aligns perfectly with our core values and commitment to our clients. Our clients’ financial well-being has always been our top priority, and this move reinforces our ability to provide the sophisticated, personalized financial planning they deserve.”
– Craig Garrison
“With Raymond James, we have found a partner that shares our dedication to holistic financial planning and our fiduciary responsibility. Its cutting-edge resources and client-first philosophy empowers us to deliver even greater value and comprehensive financial strategies.”
– Timothy Hall
“I’m pleased to welcome the talented team at Garrison Financial Group to Raymond James. Together they exemplify the core values that guide the firm, making for a natural alignment. Our expanding footprint is reflective of Raymond James’ ability to offer the resources and support of a large, national firm combined with a boutique firm culture.”
– Kirk Bell
