Garrett D Layell, AAMS®
1001 Hayes Lane Suite 102
Holly Springs, NC 27540
As a financial advisor, I believe it’s important to invest time into understanding what is important to you as an investor before you invest your money. I work closely with your other financial professionals to ensure that all areas of your financial life are being considered when an investment strategy is implemented.
After graduating from East Carolina University in 2008 with a degree in finance, I began my career in banking with Wells Fargo later that same year. Within a year I had become the assistant branch manager, before leaving to acheive my goal of becoming a financial advisor.
I began working with Edward Jones in October 2009. After a short time working in the Cary community, I relocated my business to Holly Springs in late 2010. To better serve my clients, I received the AAMS® designation from the College for Financial Planning in November 2011. My wife Heather and I have lived in Apex since being married in 2010. Our first child, Gabe, was born June 19, 2012.
My branch team and I are committed to developing strong, long-term relationships with our clients. We take the time to ensure that our recommendations are not only suitable for the investor, but are what we believe to be the best option available for their unique circumstances.
How We Help You Reach Your Goals
Understanding what is important to you and your family to help you identify and reach your goals is critical. There are many ways to work toward your goals. However, we believe that following a systematic approach can help you answer the following questions:
- Where am I today? As your Edward Jones financial advisor, I will help
you determine your current needs. This will help provide an overview of your
- Where would I like to be? After determining where you are today, I can help
you take the next step to set your specific goals.
- Can I get there? Together, we can create and implement strategies that can
help you achieve your goals.
- How do I get there? I can help you select the appropriate mix of investments
based on your financial goals, risk tolerance and time frame.
- How can I stay on track? Meeting with me on a regular basis can help you
determine whether you should make any adjustments to your portfolio.