Garrett Roach

Wealth Advisor

Garrett Roach is a Wealth Advisor at Concentus Wealth Advisors, where guidance is anchored in a client-first philosophy and deep industry expertise, having transitioned from the role of Client Advice Analyst within the same firm. Prior experience includes serving as Head Sailing Coach at Yacht Club of Stone Harbor and completing a Financial Analyst Internship with Concentus Wealth Advisors. Earlier roles encompass a Sailing Coach position at Yacht Club of Stone Harbor and an Insurance Rater at Guard Home and Auto. Garrett Roach holds a Bachelor of Business Administration in Economics from the University of South Carolina, with previous education at Conestoga Senior High School.

Location

Philadelphia, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices