Garrett W. Kelley, Cima® Email & Phone Number

Manhattan Beach, Ca, Us

Greater Los Angeles Area

Responsible for Business Development within Southern California and S NV. Distribution includes Wirehouse, RIA, and Independent Planner channels.

Greater Los Angeles Area

Responsible for Business Development within S. CA and Nevada. Distribution includes Wirehouse, RIA, and the Independent Planner Channel.Astor Investment Management LLC is a money manager specializing in an active approach to investing. We believe that investment opportunities arise based on the ability to identify fundamental trends and changes in the economic environment. Our investment philosophy revolves around identifying the current phase that an asset class or economy is… Show more Responsible for Business Development within S. CA and Nevada. Distribution includes Wirehouse, RIA, and the Independent Planner Channel.Astor Investment Management LLC is a money manager specializing in an active approach to investing. We believe that investment opportunities arise based on the ability to identify fundamental trends and changes in the economic environment. Our investment philosophy revolves around identifying the current phase that an asset class or economy is experiencing of its cycle and investing accordingly using exchange-traded funds. Formed by former Federal Reserve analyst Robert Stein, Astor Investment Management LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). Show less

Greater Los Angeles Area

Covered Call StrategistsCapital Wealth Planning is an independent, fee-only Investment Advisory firm registered with the SEC. This firm specializes in covered call writing and has been building and managing private portfolios since 2005. Capital Wealth Planning exists at the forefront of implementing covered call strategies on Exchange Traded Funds (ETFs), and Concentrated Equity Positions.Distribution includes RIA's, Wirehouse's, and the Independent Planner… Show more Covered Call StrategistsCapital Wealth Planning is an independent, fee-only Investment Advisory firm registered with the SEC. This firm specializes in covered call writing and has been building and managing private portfolios since 2005. Capital Wealth Planning exists at the forefront of implementing covered call strategies on Exchange Traded Funds (ETFs), and Concentrated Equity Positions.Distribution includes RIA's, Wirehouse's, and the Independent Planner Channel.Capital Wealth Planning,LLC is headquartered in Naples, Florida. Show less

-Responsible for wholesaling Pacific Life variable annuities, as well as Portfolio Optimization mutual funds, within Central California to the wirehouse/regional broker/dealer channel-Emphasized Pacific Life’s Portfolio Optimization asset allocation within the variable annuities, and the asset manager stories, to illustrate how Pacific Life was unique in using the strategic asset allocation to hedge the guarantees-Top 10 Sales Leader for Mutual Funds 2007-2009

-Responsible for wholesaling Guardian variable and fixed annuities, as well as Park Avenue mutual funds, within Central California to the wirehouse broker/dealer channel

-Responsible for wholesaling JNL variable, fixed, indexed annuities, and life production to NASD broker/dealers within Arizona and Central California. Previous territories included OK, LA, NV, NM, and UT-Focused on selling the top tier asset managers that participated in the JNL VA’s and how they fit within the FA’s asset management models-Tripled Variable Annuity Production in OK, AR & LA in one year-Brought the AZ, NV, UT, & NM territory into the Top 10 in Variable… Show more -Responsible for wholesaling JNL variable, fixed, indexed annuities, and life production to NASD broker/dealers within Arizona and Central California. Previous territories included OK, LA, NV, NM, and UT-Focused on selling the top tier asset managers that participated in the JNL VA’s and how they fit within the FA’s asset management models-Tripled Variable Annuity Production in OK, AR & LA in one year-Brought the AZ, NV, UT, & NM territory into the Top 10 in Variable Annuity production-Generate annual business plans to maximize territory sales and participate in strategic planning efforts directed at national sales initiatives-Co-ordinate activity with guaranteed products' wholesaler to enhance guaranteed product sales-Internal Wholesaler Show less

-Designed, sold, managed and monitored investment portfolios for high net worth individuals-Developed and trained branch employees in sales strategies designed to generate leads, increase revenue, and build assets for clients-Conducted 95% of production through mutual funds and 5% through individual equity and fixed income investments

-Successfully managed and serviced securities portfolios for high net worth individuals-Advised and consulted clients on market dynamics, investment decisions, and financial service offerings with the goal of helping clients achieve their investment objectives and driving higher sales-Developed book of business by aggressively marketing myself and Smith Barney through referrals and cold calls. Conducted 90% of production through individual equity, fixed income investments, and… Show more -Successfully managed and serviced securities portfolios for high net worth individuals-Advised and consulted clients on market dynamics, investment decisions, and financial service offerings with the goal of helping clients achieve their investment objectives and driving higher sales-Developed book of business by aggressively marketing myself and Smith Barney through referrals and cold calls. Conducted 90% of production through individual equity, fixed income investments, and mutual funds Show less

Ba, Political Science

Education record