Executive Chairman
Current
Nov 2023 - Present
AeroLeads people directory · profile
Wayne Garrett, Cpa, Cfp®, Ricp® Email & Phone Number
Executive Chairman at BentOak Capital
at
BentOak Capital
1 work email found
@bentoakcapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Chairman at BentOak Capital
Location
Weatherford, Texas, United States
Who is Wayne Garrett, Cpa, Cfp®, Ricp®? Overview
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Quick answer
Wayne Garrett, Cpa, Cfp®, Ricp® is listed as Executive Chairman at BentOak Capital at BentOak Capital, based in Weatherford, Texas, United States. AeroLeads shows a work email signal at bentoakcapital.com and a matched LinkedIn profile for Wayne Garrett, Cpa, Cfp®, Ricp®.
Wayne Garrett, Cpa, Cfp®, Ricp® previously worked as Executive Chairman at Bentoak Capital and CEO & Wealth Advisor at Bentoak Capital. Wayne Garrett, Cpa, Cfp®, Ricp® holds Master Of Science - Ms, Financial Services from The American College Of Financial Services.
Company email context
Email format at BentOak Capital
This section adds company-level context without repeating Wayne Garrett, Cpa, Cfp®, Ricp®'s masked contact details.
{first}@bentoakcapital.com
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AeroLeads found 1 current-domain work email signal for Wayne Garrett, Cpa, Cfp®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Wayne Garrett, Cpa, Cfp®, Ricp®
Wayne is a Certified Public Accountant* and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds various securities registrations through LPL Financial including the Series 7, Series 24, and Series 63. Wayne also holds a Texas Life and Health Insurance license. Wayne is on the Executive Council at LPL Financial as one it’s top ranked advisors.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor and separate entity from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above 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. For a list of states in which I am registered to do business, please visit www.bentoakcapital.com
Listed skills include Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Investment Management, and 38 others.
Current workplace
Wayne Garrett, Cpa, Cfp®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Wayne Garrett, Cpa, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Ceo & Wealth Advisor
Wayne specializes in servicing the financial planning and investment needs of high net worth individuals, business owners, professionals, and trusts. In addition to working with clients, Wayne oversees the firm’s investment management process, day-to-day operations, and strategic business plan. Wayne earned his BBA from Texas Wesleyan University with a.
Aug 1994 - Nov 2023
Partner/Owner
Snow Garrett Williams is a local public accounting firm that began its operation in Weatherford in 1978. We are committed to achieving the highest quality products and service possible with our team of over 25 professionals and staff. Our clients represent many facets of the economic spectrum. Through them we have become closely identified with many fields.
Jan 1978 - Dec 2020
3 education records
Wayne Garrett, Cpa, Cfp®, Ricp® education
Master Of Science - Ms, Financial Services
The American College Of Financial Services
Bachelor'S Degree, Business Administration - Accounting
Texas Wesleyan University
Associate'S Degree
Weatherford College
FAQ
Frequently asked questions about Wayne Garrett, Cpa, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Wayne Garrett, Cpa, Cfp®, Ricp® work for?
Wayne Garrett, Cpa, Cfp®, Ricp® works for BentOak Capital.
What is Wayne Garrett, Cpa, Cfp®, Ricp®'s role at BentOak Capital?
Wayne Garrett, Cpa, Cfp®, Ricp® is listed as Executive Chairman at BentOak Capital at BentOak Capital.
What is Wayne Garrett, Cpa, Cfp®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @bentoakcapital.com for Wayne Garrett, Cpa, Cfp®, Ricp® at BentOak Capital.
Where is Wayne Garrett, Cpa, Cfp®, Ricp® based?
Wayne Garrett, Cpa, Cfp®, Ricp® is based in Weatherford, Texas, United States while working with BentOak Capital.
What companies has Wayne Garrett, Cpa, Cfp®, Ricp® worked for?
Wayne Garrett, Cpa, Cfp®, Ricp® has worked for Bentoak Capital and Snow Garrett Williams, Certified Public Accountants.
How can I contact Wayne Garrett, Cpa, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Wayne Garrett, Cpa, Cfp®, Ricp® at BentOak Capital, including work email, phone, and LinkedIn data when available.
What schools did Wayne Garrett, Cpa, Cfp®, Ricp® attend?
Wayne Garrett, Cpa, Cfp®, Ricp® holds Master Of Science - Ms, Financial Services from The American College Of Financial Services.
What skills is Wayne Garrett, Cpa, Cfp®, Ricp® known for?
Wayne Garrett, Cpa, Cfp®, Ricp® is listed with skills including Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Investment Management, Investment Advisory Services, Investments, Estate Planning, and Business Strategy.
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