Garrison Urette, CFA®
Garrison Asset Management
Financial Advisor Located in Tampa and Serving Clients Across the Country
(813) 598-1777
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Garrison Asset Management
5323 Bayshore Blvd
Suite A
Tampa FL 33611
Garrison Urette is a Tampa, FL financial advisor and investment manager located in Tampa and serving the entire area. Garrison Asset Management specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography

Garrison Urette has over 30 years of experience in the finance industry. His past experience in financial services includes managing/analyzing over $900 million in fixed income portfolios for Dwight Asset Management. In addition to managing portfolios at Dwight, he also managed financial portfolios at Merrill Lynch in Atlanta. Mr. Urette’s experience also extends into the banking industry where he served at Florida Federal Savings & Loan and SunTrust. In addition, he has international experience serving as the President of the National Development Bank of the Republic of Palau.

Mr. Urette holds a Bachelor of Science in Quantitative Methods of Business from the University of Florida, Masters in Business Administration from the University of Tampa and is a CFA® Charterholder. He has been published in the professional journal Monograph and quoted in the Handbook of Fixed Income Securities by Frank J. Fabozzi. He held both the Series 7 and 66 designations and, is a member of the Tampa Bay CFA Society.

On a personal side, Mr. Urette has served on the Board of Directors for the Tampa Bay Performing Arts Center and Producers Group. He was in the Leadership Tampa Class of 2010 and is actively involved in Make-A-Wish, the Audubon Society and Tampa Theater. He was also a three time Masters National Champion in Olympic Sprint Kayaks.


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