Garrett McMillan became a principal with TRIAD Wealth in 2009. He believes that building strong relationships through proactive communication and mutual trust is the only way to grow a successful business. By placing emphasis on closely understanding each client’s unique needs and values, Garrett and the TRIAD team develops a full-scale financial plan that seeks to maximize a client’s wealth.
Garrett graduated from the University of Missouri – Saint Louis with a bachelor’s degree in finance. He is Series 7 and Series 66 licensed and his specialties include institutional money management and asset management for retail investors.