DALLIN GARNER, CFP®
Plano,TX
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
1
1
Certification
Work History
INVESTMENT COUNSELOR
FISHER INVESTMENTS
01.2020 - Current
- Manage a book of ~350MM AUM and ~180 clients with advice, day to day operations, and comprehensive financial planning
- Knowledgeable in taxes, estate planning, budgeting, and modern investment science
- Over 97% Retention rate year over year
- Brought in 50MM in assets in 2023
- 2022 Gold Award (Top ten finisher in metrics such as retention, additions, and referrals)
- Host live client Q&A sessions around the country as part of our events team
- Mentor that coaches new hires through their first year
INVESTMENT SOLUTIONS
FIDELITY INVESTMENTS
06.2016 - 01.2020
- Catered exclusively Private Client Group (high net worth) clients producing consistently high satisfaction, addition, and retention rates
- Firmwide leader in assets brought to firm.
STORE MANAGER
MATTRESS FIRM
11.2014 - 05.2016
- Managed the most profitable location in Utah County
- Led store in sales and coached and managed new hires and assistant managers.
Education
B.S COMMUNICATION AND BUSINESS MANAGEMENT -
UTAH VALLEY UNIVERSITY
05.2013
Skills
- Exceptional verbal and written skills
- Leader both in measurables and intangibles
- Salesforce and other common CRM comfort
- Collaborative team member
Websites
Certification
- Certified Financial Professional™
- Series 66
Timeline
INVESTMENT COUNSELOR
FISHER INVESTMENTS
01.2020 - Current
INVESTMENT SOLUTIONS
FIDELITY INVESTMENTS
06.2016 - 01.2020
STORE MANAGER
MATTRESS FIRM
11.2014 - 05.2016
B.S COMMUNICATION AND BUSINESS MANAGEMENT -
UTAH VALLEY UNIVERSITY