Renee is the senior relationship manager at Garnett Retirement Group. Prior to joining the Garnett Retirement Group in 2009, she spent 7 years as a senior relationship manager at Merrill Lynch, delivering exceptional service to high net worth clients. Renee graduated summa cum laude with a B.S. in mechanical engineering and in 2004, obtained her CERTIFIED FINANCIAL PLANNERTM designation. She prides herself on providing individualized attention to each client’s specific wealth management needs and objectives. Renee is married to her husband, Jeff, and is the mother of their wonderful daughter, Rachel. As time allows, Renee enjoys being actively involved in their daughter’s competitive dance activities, traveling, and spending time with family.
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Registrations & DesignationsCFP®
FINRA Series 7 is held through LPL Financial
FINRA Series 66 is held through IFP & LPL Financial