Garrison Urette, CFA

Garrison Urette, CFA

Portfolio Management

Specializing in Fixed Income

Fidelity Investments

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Welcome to Garrison Asset Management


Garrison Asset Management (GAM) was founded in 2000 as an independent investment management company. Our company is based in Tampa, FL and provides services nationally with clients as far as Alaska and Hawaii. Our goal is to provide our clients with a stable and attractive return on their investment portfolio. GAM’s mission statement is “Do right for the clients and their portfolio(s) will grow”. We believe that as our clients’ portfolio grows, so will Garrison Asset Management.

The financial advisory industry is comprised of many firms that “do it all” by combining financial planning and portfolio management. Instead of “doing it all”, we bring together two groups Garrison Asset Management for portfolio management and Holly P. Thomas LLC for financial planning to bring a focused level of expertise to you.

Asset Management
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Experience


Years of Financial Experience


Chartered Financial Analyst,
CFA Designation

Background and qualification information is available at FINRA’s BrokerCheck website.

Qualifying Exams Passed:

 Series 7

Series 65

Series 66

Licenses Earned:

 Variable Annuity Agent

 Variable Life Agent

 Life Insurance Agent

 Property and Casualty Agent

 Mortgage Broker

 Real Estate Broker

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