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Mary Ellen Garrett, Merrill Lynch Wealth Management

February 14, 2023 by John Ray

Mary Ellen Garrett, Merrill Lynch Wealth ManagementJohn Ray
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Mary Ellen Garrett, Merrill Lynch Wealth Management

Mary Ellen Garrett, Merrill Lynch Wealth Management (North Fulton Business Radio, Episode 608)

On this edition of North Fulton Business Radio, Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management and The Garrett Group, joined host John Ray to discuss her work helping families reach their financial goals. She talked about how she got into the investment business, what investors can expect this year, advice to women seeking to enter her industry, the strong ethic she exhibits in giving back to the community, award recognitions she has received, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Merrill Lynch Wealth Management / The Garrett Group

The Garrett Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill.

Their goal is to be your primary source for financial advice and guidance. The Garrett Group wants you to value the dedication and diligence we provide at each step of the wealth management process.

Website

Mary Ellen Garrett, Senior Vice President Wealth Management Advisor, Merrill Lynch Wealth Management

Mary Ellen Garrett, Senior Vice President Wealth Management Advisor, Merrill Lynch Wealth Management

Under the direction and leadership of Mary Ellen Garrett, Senior Vice President–Wealth Management Advisor, The Garrett Group provides clients with consecutive decades of solid industry experience at Merrill Lynch. Within Merrill Lynch, The Garrett Group is a leader in the firm’s wealth management line of business, striving to offer exceptional capabilities in wealth planning and investment and financial management to high-net-worth individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations.

Mary Ellen is a frequent guest speaker at seminars and is recognized for her commitment to professional excellence, client trust and community service. For the past six consecutive years, she has been named Forbes “Best-In-State Wealth Advisors,” Forbes “America’s Top Women Wealth Advisors,” and Forbes “Top Women Advisors” list, as well as being recognized out of close to 60,000 Merrill Lynch employees worldwide as a recipient of the 2015 David Brady Award.

In the Atlanta community, Mary Ellen serves as Trustee of Emory St. Joseph Hospital Board, Chair of the Atlanta Catholic Archdiocese–Finance and Advisory Council, and Trustee of The Parkinson’s Foundation.

Mary Ellen has been married to Scott for 40 years and has three children and three grandchildren.

 

Questions and Topics in this Interview:

  • What can investors expect this year?
  • How likely are investors to move out of assets, such as equities, and seek other safe harbors?
  • What is the probability the market could see a substantial pullback?
  • What else should investors keep in mind in today’s markets?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Filed Under: North Fulton Business Radio, North Fulton Studio Tagged with: emory st. joseph's hospital, John Ray, Mary Ellen Garrett, Merrill Lynch Wealth Management, North Fulton Business Radio X, Office Angels, Parkinson's Foundation, renasant bank, The Garrett Group, Wealth Management Advisor

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Studio Partner

In addition to operating the North Fulton studio of Business RadioX®, John Ray is the owner of Ray Business Advisors, LLC.
 
 Because pricing is the fastest way to change the profitability of a business, John advises business owners on how to change their pricing and make more money. His clients include attorneys, CPAs, consultants, technology companies, and retail store owners.
 
His blog, “The Price and Value Journey,” regularly features examples and stories which help business owners in their own pricing journey. John is also a speaker on pricing at numerous chambers, business events and seminars. John also helps small to mid-sized companies achieve their profit and growth goals as an outside CFO.
 
John is extremely active in the North Fulton community. He is on the board of the Greater North Fulton Chamber of Commerce (GNFCC), and serves in a variety of capacities there, including Chairman’s Circle, member of the Executive Committee, member of the Finance Committee, Chair of the Small Business/Entrepreneurship Economic Recovery Task Force, and Chair of the Small Business Awards Committee. John was named the 2018 Harry Rucker Jr. Volunteer of the Year by GNFCC.
 
In 2011, John founded Backpacks of Love, a grassroots, all-volunteer organization which serves children and their families in the north metro Atlanta area who are homeless or otherwise in severe need. Backpacks of Love delivers backpacks of food, purchased and packed by volunteer sponsors, to 18 different elementary, middle, and high schools in north Fulton County and Forsyth County.
 
In 2015, John was named Small Business Partner in Education of the Year by the Greater North Fulton Chamber of Commerce for his work with Backpacks of Love. 
 
John is a Deacon in the Episcopal Diocese of Atlanta and is currently assigned to Holy Comforter Episcopal Church in Atlanta.

 

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