The Garrett - Hall Group

Patrick L. Garrett, QPFC, CRPS^®
Vice President

Patrick has worked in the investment industry for 20 years, working with businesses and individuals to help them achieve their financial objectives.  His specific areas of focus include retirement plans, non-qualified plans, investment consulting, and corporate executive services.  He earned a bachelor's degree in Economics from Vanderbilt University.

Pursuant to his retirement plan focus, Patrick earned the designation of Chartered Retirement Plans Specialist^SM (CRPS^®) from the College of Financial Planning and earned the title Senior Investment Consultant through the Baird Investment Consulting Program held at the University of Chicago Graduate School of Business.  Patrick also earned the designation of Qualified Plan Financial Consultant (QPFC) and was approved for membership in both the American Society of Pension Professionals & Actuaries (ASPPA) and the Investment Management Consultants Association (IMCA).  Patrick also serves as Subject Material Expert for Investments on the ASPPA Education & Exam Committee and serves on the Education Committee for the National Association of Plan Advisors (NAPA)

Patrick is series 7, 63, & 65 securities licensed and holds insurance and variable annuity licenses in the states of Tennessee, Alabama, Kentucky, and Georgia.

Jeremy D. Hall, CFP^®, AAMS^®
Senior Investment Consultant

Jeremy joined The Garrett-Hall Group in January of 2003. Prior to joining Baird, he worked at Merrill Lynch and Northwestern Mutual. Jeremy earned a bachelor’s degree from Vanderbilt University. He also earned the Accredited Asset Management Specialist^SM (AAMS^®) designation from the College of Financial Planning in June of 2003, and the Senior Investment Consultant title through the Baird Investment Consulting Program held at the University of Chicago Graduate School of Business in February of 2004. Jeremy earned the CFP^® certification after successfully completing the Certified Financial Planner^TM certification program in July of 2008.

Jeremy is series 7, 63, 65 & 31 securities licensed and holds insurance and variable annuity licenses in the states of Tennessee, Alabama, Wisconsin and Kentucky. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.