To Learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck
Gerald Garrett CWC, PPC | President, Senior Partner
"There are few times and vocations where we can make a positive, multi-generational difference in the lives of families. It is gratifying to be engaged in such a cause with the professionals at Keeler Thomas."
Jerry is Co-founder, Senior Partner and President of Keeler Thomas, Inc. He has been active for the last 30+ years in creating and developing successful domestic and multi-national businesses. Using that experience, he has helped to build Keeler Thomas into a highly successful investment management firm that serves clients in 35 states throughout the U.S.
Besides his strategic planning responsibility, he plays a key role in developing the firm’s ongoing current emphasis on family wealth strategies and multi-generational legacy planning. He is an author and presenter on multiple subjects that directly help families develop the necessary skills to discover and promote their values, principles, and unity, and subsequently pass those forward to future generations alongside the family financial inheritance.
Jerry holds a B.S. degree in Economics and Accounting from Brigham Young University. He is a Certified Wealth Consultant with The Heritage Institute and also holds the Professional Plan Consultant designation from Financial Standards, LLC.