Chief Executive Officer
Current
Nov 2023 - Present
AeroLeads people directory · profile
Brandon W. Garrett, Cfp®, Cima®, Aif® Email & Phone Number
CEO at BentOak Capital
at
BentOak Capital
1 work email found
@bentoakcapital.com
2 phones found area 817
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO at BentOak Capital
Location
Weatherford, Texas, United States
Who is Brandon W. Garrett, Cfp®, Cima®, Aif®? Overview
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Quick answer
Brandon W. Garrett, Cfp®, Cima®, Aif® is listed as CEO at BentOak Capital at BentOak Capital, based in Weatherford, Texas, United States. AeroLeads shows a work email signal at bentoakcapital.com, phone signal with area code 817, and a matched LinkedIn profile for Brandon W. Garrett, Cfp®, Cima®, Aif®.
Brandon W. Garrett, Cfp®, Cima®, Aif® previously worked as Chief Executive Officer at Bentoak Capital and President | Chief Investment Officer at Bentoak Capital. Brandon W. Garrett, Cfp®, Cima®, Aif® holds Bachelor Of Science - Bs, Personal Financial Planning from Texas Tech University.
Company email context
Email format at BentOak Capital
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*@bentoakcapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brandon W. Garrett, Cfp®, Cima®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Brandon W. Garrett, Cfp®, Cima®, Aif®
Brandon is the CEO of BentOak Capital, a wealth management firm specializing in bespoke financial solutions for corporate executives, dynamic entrepreneurs, and multigenerational farm and ranch families. He leads a team that empowers clients by simplifying the financial landscape, allowing them to focus more on their passions and less on their portfolios. Under his leadership, the BentOak Capital team delivers strategic insights and practical advice, ensuring clients can pursue what matters most to them with confidence and clarity.____________________________________________________________________________________________________________Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section. Investment Advice offered through Garrett Wealth Advisory Group, LLC., dba BentOak Capital, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Alternative Investments, Estate Planning, Special Needs Planning, Executive Benefit Strategies, and 26 others.
Current workplace
Brandon W. Garrett, Cfp®, Cima®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 18 years
Brandon W. Garrett, Cfp®, Cima®, Aif® work experience
A career timeline built from the work history available for this profile.
President | Chief Investment Officer
Jan 2015 - Nov 2023
Wealth Advisor
Jul 2010 - Dec 2014
Financial Planning Specialist
Financial Planning and Investment Analysis
2009 - 2010
~1 yr
1 education record
Brandon W. Garrett, Cfp®, Cima®, Aif® education
-
Texas Tech University
FAQ
Frequently asked questions about Brandon W. Garrett, Cfp®, Cima®, Aif®
Quick answers generated from the profile data available on this page.
What company does Brandon W. Garrett, Cfp®, Cima®, Aif® work for?
Brandon W. Garrett, Cfp®, Cima®, Aif® works for BentOak Capital.
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s role at BentOak Capital?
Brandon W. Garrett, Cfp®, Cima®, Aif® is listed as CEO at BentOak Capital at BentOak Capital.
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s email address?
AeroLeads has found 1 work email signal at @bentoakcapital.com for Brandon W. Garrett, Cfp®, Cima®, Aif® at BentOak Capital.
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 817 for Brandon W. Garrett, Cfp®, Cima®, Aif® at BentOak Capital.
Where is Brandon W. Garrett, Cfp®, Cima®, Aif® based?
Brandon W. Garrett, Cfp®, Cima®, Aif® is based in Weatherford, Texas, United States while working with BentOak Capital.
What companies has Brandon W. Garrett, Cfp®, Cima®, Aif® worked for?
Brandon W. Garrett, Cfp®, Cima®, Aif® has worked for Bentoak Capital and United Capital Financial Advisers, Llc.
How can I contact Brandon W. Garrett, Cfp®, Cima®, Aif®?
You can use AeroLeads to view verified contact signals for Brandon W. Garrett, Cfp®, Cima®, Aif® at BentOak Capital, including work email, phone, and LinkedIn data when available.
What schools did Brandon W. Garrett, Cfp®, Cima®, Aif® attend?
Brandon W. Garrett, Cfp®, Cima®, Aif® holds Bachelor Of Science - Bs, Personal Financial Planning from Texas Tech University.
What skills is Brandon W. Garrett, Cfp®, Cima®, Aif® known for?
Brandon W. Garrett, Cfp®, Cima®, Aif® is listed with skills including Alternative Investments, Estate Planning, Special Needs Planning, Executive Benefit Strategies, Concentrated Stock Management, Community Service, Public Speaking, and Retirement Income Planning.
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