Garrett Oakley was well on his way to making a mint as a fiduciary wealth manager and advisor to small 401(k) plans.
Just a couple of years out of college, the millennial Certified Financial Planner and Certified Public Accountant was part of a Charlotte, N.C.-based five-person boutique RIA that managed $1.3 billion in assets. Oakley himself ran a $100 million fee-based book of business, generating the better part of seven figures in revenue for the firm.
From there, he took a management position with Baird,
overseeing the firm's east coast financial planning unit, with about 200 advisors under his wing.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
