Garrett Roach

Garrett Roach Email and Phone Number

Client Advice Analyst at Concentus Wealth Advisors @ Concentus Wealth Advisors
king of prussia, pennsylvania, united states
Garrett Roach's Location
Greater Philadelphia, United States
Garrett Roach's Contact Details

Garrett Roach work email

Garrett Roach personal email

n/a
About Garrett Roach

Garrett Roach is a Client Advice Analyst at Concentus Wealth Advisors at Concentus Wealth Advisors.

Garrett Roach's Current Company Details
Concentus Wealth Advisors

Concentus Wealth Advisors

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Client Advice Analyst at Concentus Wealth Advisors
king of prussia, pennsylvania, united states
Website:
concentuswealth.com
Employees:
10
Garrett Roach Work Experience Details
  • Concentus Wealth Advisors
    Client Advice Analyst
    Concentus Wealth Advisors May 2024 - Present
    Newtown Square, Pennsylvania, United States
    Concentus Wealth Advisors is a Registered Investment Advisor (RIA), fiercely motivated to provide unmatched, innovative wisdom that can only come from deep experience and a client-first mentality. The team, led by the Strid family, has over 200 years of combined experience in wealth management and offers an uncompromising standard of fiduciary care and unprecedented client service. With a focus on integrity, reliability, simplicity, and family, Concentus Wealth Advisors aims to serve as stewards in protecting and growing their clients’ rivers of wealth, while fostering financial freedom.
    View
  • Yacht Club Of Stone Harbor
    Head Sailing Coach
    Yacht Club Of Stone Harbor Jun 2022 - May 2024
    Stone Harbor, New Jersey, United States
    View
  • Concentus Wealth Advisors
    Financial Analyst Internship
    Concentus Wealth Advisors May 2023 - Jun 2023
    Newtown Square, Pennsylvania, United States
    Summer Internship
    View
  • Yacht Club Of Stone Harbor
    Sailing Coach
    Yacht Club Of Stone Harbor Jun 2018 - Aug 2021
    Stone Harbor, New Jersey, United States
    View
  • Guard Home And Auto
    Insurance Rater
    Guard Home And Auto Apr 2020 - Jul 2020
    Exton, Pennsylvania, United States
    Quoted home and auto insurance.

Garrett Roach Education Details

Frequently Asked Questions about Garrett Roach

What company does Garrett Roach work for?

Garrett Roach works for Concentus Wealth Advisors

What is Garrett Roach's role at the current company?

Garrett Roach's current role is Client Advice Analyst at Concentus Wealth Advisors.

What is Garrett Roach's email address?

Garrett Roach's email address is ga****@****csh.org

What schools did Garrett Roach attend?

Garrett Roach attended University Of South Carolina, Conestoga Senior High School.

Who are Garrett Roach's colleagues?

Garrett Roach's colleagues are Paul Strid, Jack Liberatore, Cfp®, Nathan Hayward, Chfc®, Cfp®, Mba, Christina Care Kearney, Max Strid, Patrick Johnson, Cfp®, Chfc®, Gerald Strid.

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