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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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JohnRayBRXOctober2022Headshot

John Ray is a Show Host and Producer and owns the North Fulton (Georgia) studio of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method:  building and deepening relationships in a non-salesy way that translates into revenue for their business.

John also operates his own business advisory practice, Ray Business Advisors. John’s services include advising solopreneur and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the author of The Generosity Mindset:  A Journey to Business Success by Raising Your Confidence, Value, and Prices.

John is the host of North Fulton Business Radio and The Price and Value Journey. North Fulton Business Radio, the longest running podcast in the North Fulton region of Georgia, features a wide range of business and community leaders. The Price and Value Journey is devoted to solo and small firm professional services providers and covers issues such as pricing, value, and business development.

John and his wife, Dr. Monica Ray, a dedicated teacher with 28 years in education, are grateful for their blended family of 5 children, 5 grandchildren, and 5 pets.

John is a Deacon in the Episcopal Diocese of Atlanta.

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