Garrett Merrill

Garrett has been with Physician Wealth Advisors since 2021. He earned his Bachelor’s degree from Southern Utah University in 2024 and is currently pursuing a Master of Financial Planning. He is also preparing for the CFP® exam with the goal of becoming a financial advisor.

Prior to joining Physician Wealth Advisors, Garrett gained valuable experience in customer service across multiple organizations.

In his free time, Garrett enjoys spending time with his wife and two children. He is an avid sports fan and loves all types of outdoor activities in the mountains.

Credentials

• Financial Paraplanner Qualified Professional™
• FINRA Series 65 Securities license
• Chartered Retirement Planning Counselor® 

Education

• Southern Utah University, B.A.