As president and CEO of Garrett & Robinson, Joe advises organizations, families, and individuals who wish to enhance and preserve their wealth. He strives to give his clients an insightful and enjoyable experience by bringing all aspects of their financial lives under one roof.<\/p>\n\n\n\n
His firm has been chosen as West Georgia\u2019s Financial Advisor of the Year by the Times-Georgian\u2019s Best-of-the-Best Review (award based on nominations by readers of the Times-Georgian, 2016).<\/p>\n\n\n\n
Furthermore, Joe was recognized in 2024 with the coveted Masters Club Award, which recognizes the top 9% (based on annual production) out of the 22,000 plus advisors affiliated with LPL Financial, a Fortune 500 company and the largest independent broker\/dealer in the country according to Financial Planning Magazine, June 1996-2023, based on total revenues. In 2020, he received the industry\u2019s Five Star Professional Award*.<\/p>\n\n\n\n
Joe has more than 24 years of experience in the financial investment industry. He holds Series 7, 63, 65, and 24 registrations with LPL Financial. His Series 24 registration, General Securities Principal, allows him to supervise other financial professionals. Additionally, Joe specializes in insurance planning and risk management. His expertise in retirement planning, asset management, estate planning, and financial planning provides clients, individuals, and businesses with a sound and thoughtful future.<\/p>\n\n\n\n
Joe and his wife Ali have four boys\u2014Turner, Will, Charlie and Henry. He is a dedicated family man who\u2019s active in his community and enjoys serving several local and national charities and nonprofit organizations, both as part of the mission at Garrett & Robinson and on his own. While at the University of Georgia in the 1980s, he held leadership positions and remains active in the University of Georgia Alumni Association.<\/p>\n\n\n\n
He\u2019s a past president of the Carroll County Sertoma Club, former chairman of Circles of West Georgia, former commissioner on the City of Carrollton Zoning Board, volunteer pianist for Tanner Medical Center\u2019s Harmony for Healing program, past board member of the Carroll County Chamber of Commerce, past member of the Oak Mountain Academy Board of Trustees and former senior warden of St. Margaret\u2019s vestry board of directors. He\u2019s an active member of the Rotary Club of Carrollton and Sunset Hills Country Club.<\/p>\n\n\n\n
As a local columnist for the Times-Georgian, Joe has been awarded Best Columnist by the Georgia Press Association multiple times. He\u2019s also the author of the book \u201cEasy to Love.\u201d<\/p>\n\n\n\n
Joe enjoys bicycling, golfing, and playing the piano and guitar in his spare time.<\/p>\n\n\n\n
Joe\u2019s family has been serving the financial needs of citizens in the West Georgia area for more than 60 years. His father, Jimmy Garrett, recently retired from a 50-year career as one of the founders of Carroll County\u2019s largest CPA firms, Garrett, Stephens, Thomas and Fazio.<\/p>\n\n\n\n
Joe\u2019s goal for Garrett & Robinson is to provide world-class service and results through vision and experience while building trusting personal relationships with his clients.<\/p>\n\n\n\n
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 Five Star Wealth Managers.<\/p>\n","protected":false},"excerpt":{"rendered":"
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