Kenneth Garrett
Financial Advisor
Retirement Tax Advisory Group Inc.
Kenneth is a 2008 graduate from
Auburn University Montgomery. He graduated cum
laude (with honors) earning a Bachelor’s of Science in Business
Administration with a double major in Finance and Economics. He joined RTAG in
2009 and has proceeded to pass his series 65 – Uniform Investment Advisor exam
and is beginning the process to earn the credential of Certified Financial
Planner®.
When Kenneth is not working with
clients or further educating himself, he likes to read, cook, and spend time
with his family which includes his wife Nicole, daughter Briar, and their 4
dogs and 2 cats that were all rescue animals.
Credentials
Series 65 – Uniform Investment
Advisor
Life/Health Insurance License
(inactive)
Property/Casualty Insurance
License (inactive)
Education/Experience
Auburn University Montgomery, BS
Business Administration (cum laude)
Liberty Tax Service Basic Income
Tax Course
Experience as an insurance agent
Affiliations
Meeting the Challenges and Opportunities of Aging planning committee
Lexington Young Professionals Association
Omicron Delta Kappa leadership
honor society
Omicron Delta Epsilon economics
honor society