Financial Consultant
Garrison Financial
AeroLeads people directory · profile
M. Greenleaf Garrison, Cfp® Email & Phone Number
Financial Consultant
at
Garrison Financial, Inc.
1 work email found
@garrisonfinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
Barnstable County, Massachusetts, United States
Company size
Who is M. Greenleaf Garrison, Cfp®? Overview
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Quick answer
M. Greenleaf Garrison, Cfp® is listed as Financial Consultant at Garrison Financial, Inc., a with 5 employees, based in Barnstable County, Massachusetts, United States. AeroLeads shows a work email signal at garrisonfinancial.com and a matched LinkedIn profile for M. Greenleaf Garrison, Cfp®.
M. Greenleaf Garrison, Cfp® previously worked as Financial Consultant at Garrison Financial and Financial Consultant, Branch Manager at Garrison Financial. M. Greenleaf Garrison, Cfp® holds Master Of Arts from Mental Health Counseling/ Marriage And Family Therapy.
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Email format at Garrison Financial, Inc.
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*@garrisonfinancial.com
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AeroLeads found 1 current-domain work email signal for M. Greenleaf Garrison, Cfp®. Compare company email patterns before reaching out.
Profile bio
About M. Greenleaf Garrison, Cfp®
Greenleaf has always been focused on Finance and Counseling. His career began in Finance while interning during summer vacations in High School and College. Post Bachelor’s degree and working as a Financial Advisor for two years he acknowledged that Financial Advising was much more than just money matters. The nature of the Financial Advising relationship is close and personal. Greenleaf found there was a considerable amount of time devoted to counseling clients and that the financial events and mental health events were one in the same, relating to major life events, death, divorce, marriage, child birth, job loss, unexpected wealth. In search of more experience in this domain he returned to school to earn a Master of Arts Degree in Mental Health Counseling and enter the field of Mental Health. Working in the Mental Health field provided valuable experience and training for a successful blending of both vocations, now a Financial Consultant.Specialties: Retirement Planning, Education Planning, Multi-Stage Life Event PlanningFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Budgets, Strategic Financial Planning, Retirement Planning, Event Planning, and 12 others.
Current workplace
M. Greenleaf Garrison, Cfp®'s current company
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Garrison Financial, Inc.
9 roles · 30 years
M. Greenleaf Garrison, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant, Branch Manager
Garrison Financial
Financial Consultant
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Garrison Financial Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Program Manager
Carlton Manor Inc.
Managing 6 full time and 12 part time employees. Providing direct supervision as it relates to therapeutic service delivery to the therapist and staff that counsel troubled youth in a residential facility. Managing the financial budget, leading staff meetings, organizing and overseeing Federal Food and Wellness Program, leading a Program Quality Assurance Review team, representing the agency at community based referral meetings.Accomplishments: Promoted to Program Manager after 6 months as Senior Counselor. Certified MAB Trainer responsible for ongoing core training for every employee. Registered Mental Health Counseling Intern
Jul 2008 - Sep 2010
Senior Counselor
Carlton Manor Inc.
Training new employees with an emphasis on relationship building, demonstrating best practices while integrating agency policy and procedures, and fostering a team atmosphere. Assuring efficient and organized programming and operation, partnering with the program manager to evaluate and resolve any programmatic issues.Accomplishments: Promoted to Senior Counselor after 1 year as Foster Home Specialist. Stabilized and transformed a group home that was unable to retain clients into an organized and fully-functional treatment program.
Jan 2008 - Jul 2008
Foster Home Specialist
Carlton Manor Inc.
Coordinating and completing initial and annual licensing paperwork for state licensed foster homes. Providing ongoing training on therapeutic behavioral interventions and documentation. Developed and streamlined many databases and documentation systems for compliance with accrediting and licensing bodies. Interpret laws and guidelines as they relate to foster home licensing and child care.Accomplishments: Developed a service delivery documentation training system for Therapeutic Foster Parents and Group Home direct care staff, which was integrated into agency policy and procedures.
Jan 2007 - Jan 2008
Group Home Counselor
Carlton Manor Inc.
Researching, organizing, and leading therapeutic groups and experiential/ recreational activities. Implemented individual and group counseling for severely emotionally disturbed boys to prepare them for therapeutic foster home placement or reunification with birth families.Accomplishments: Developed and presented an orientation workshop for residential group home direct care staff.
Sep 2004 - Jan 2007
Financial Advisor
Ubs Financial Services The Garrison Group
Advising clients on long term financial planning, insurance, and estate and education planning. Co-managing 100 million in assets. Series 7, 66, and insurance licensed.
May 2002 - Sep 2004
Summer Intern
Garrison Asset Management
Spent summers navigating cost basis analyses, scheduling client meetings, and managing/ filing incoming correspondence.
1997 - 1999
~2 yrs
2 education records
M. Greenleaf Garrison, Cfp® education
Master Of Arts
Mental Health Counseling/ Marriage And Family Therapy
Education record
Cardigan Mt. School
FAQ
Frequently asked questions about M. Greenleaf Garrison, Cfp®
Quick answers generated from the profile data available on this page.
What company does M. Greenleaf Garrison, Cfp® work for?
M. Greenleaf Garrison, Cfp® works for Garrison Financial, Inc..
What is M. Greenleaf Garrison, Cfp®'s role at Garrison Financial, Inc.?
M. Greenleaf Garrison, Cfp® is listed as Financial Consultant at Garrison Financial, Inc..
What is M. Greenleaf Garrison, Cfp®'s email address?
AeroLeads has found 1 work email signal at @garrisonfinancial.com for M. Greenleaf Garrison, Cfp® at Garrison Financial, Inc..
Where is M. Greenleaf Garrison, Cfp® based?
M. Greenleaf Garrison, Cfp® is based in Barnstable County, Massachusetts, United States while working with Garrison Financial, Inc..
What companies has M. Greenleaf Garrison, Cfp® worked for?
M. Greenleaf Garrison, Cfp® has worked for Garrison Financial, Garrison Financial, Inc., Carlton Manor Inc., Ubs Financial Services The Garrison Group, and Garrison Asset Management.
Who are M. Greenleaf Garrison, Cfp®'s colleagues at Garrison Financial, Inc.?
M. Greenleaf Garrison, Cfp®'s colleagues at Garrison Financial, Inc. include Michael Garrison, Cfp®, Chfc, Rf.
How can I contact M. Greenleaf Garrison, Cfp®?
You can use AeroLeads to view verified contact signals for M. Greenleaf Garrison, Cfp® at Garrison Financial, Inc., including work email, phone, and LinkedIn data when available.
What schools did M. Greenleaf Garrison, Cfp® attend?
M. Greenleaf Garrison, Cfp® holds Master Of Arts from Mental Health Counseling/ Marriage And Family Therapy.
What skills is M. Greenleaf Garrison, Cfp® known for?
M. Greenleaf Garrison, Cfp® is listed with skills including Budgets, Strategic Financial Planning, Retirement Planning, Event Planning, Fundraising, Insurance, Customer Service, and Public Speaking.
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