Phillip Garrett, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Experienced with cash flow analysis, investment portfolio development, retirement planning and insurance
• Financial Advisor at Carmichael Hill & Assoc. from 2021
• Joined MAI in 2024, bringing over 4 years of industry experience
• The one thing that Phillip loves most about his job are the people! For Phillip, nothing compares to the blessing of being able to take care of and build long lasting relationships with people

Life Outside of MAI 

• Phillip lives in Rockville, MD with his wife, Laura
• When not in the office Phillip enjoys spending time with his loved ones, serving at his church, and playing sports

Education

• University of Maryland, Bachelor of Science in Business Management

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.