Angela Garrett Email & Phone Number

Decatur, Georgia

AFG makes it easy to take action on your financial plans. I'm committed to giving you the tools, resources, and services you need — regardless of your investing experience. By the time I retire, I would have made several of my clients millionaires. My concern with my clients is to help them build wealth and to meet the goals they have for themselves. I offer investment services, financial planning, stocks, bonds, mutual funds, and insurance. My main concentration is with Retirement Planning and Education Planning however, all of the things I offer help to make up a complete portfolio.

Provided investment, financial planning and risk management to individuals and business owners who demanded the highest quality of guidance and service. Became a trusted advisor to my clients and helped them secure their financial future. Provided personal services and seminars to clients and potential clients. Series 7, Series 63, Series 66 and Insurance Licensed • Market and implemented financial products and services • Devised and executed business development strategies to attract and acquire new clients• Analyzed clients’ financial needs, goals, sensitivity to risk and investment horizon• Advised clients regarding the advantages and disadvantages of different investment strategies• Created, implemented, and continually reviewed, a plan that includes strategies designed to help clients pursue their long-term goals• Acted as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.

Planned, implemented, controlled and monitored projects within the specified scope, schedule, cost and quality of an international company specializing in debt collection, accounts receivable management and call-center services. Provided programming, direction and support to ensure all projects were executed using appropriate methodology Managed and coordinated all activities relating to the implementation of new business. Implemented initiatives to meet client contractual commitments and the financial plans of each business case engaged. • Developed, trained and maintained a cross functional risk implementation team• Served as primary communications link between sales representative, client and the implementation team • Coordinated the successful completion of all IT needs for assigned clients.• Supported efforts by risk operations site managers, technology and sales to expand existing business• Implemented over 200 projects within a 4-year period.

Project Management Consulting Firm in the Greater Atlanta Georgia area.

Mba, Finance

Msm, Political Science

Ba, Political Science

Activities and Societies: Zeta Phi Beta