Garrett Merrill FPQP®

Planning Assistant to Mr. Woodruff

Garrett has been with Physician Wealth Advisors since 2021. He completed his bachelor's degree in 2024 and is currently working on his Master of Financial Planning, while preparing to take his CFP exam with a goal of becoming a financial advisor. Prior to joining Physician Wealth Advisors, Garrett worked in customer service with several different companies.

In his free time, Garrett loves to spend time with his wife, and two kids. He also loves sports and anything he can do in the mountains.

Credentials

  • ​Financial Paraplanner Qualified Professional
  • Chartered Retirement Planning Counselor 

Education

  • Southern Utah University, B.A.