Garrett Niles, CFP®, is a seasoned financial professional with extensive experience in wealth management. Currently serving as Senior Vice President and Senior Wealth Manager at Lido Advisors, LLC since August 2023, Garrett Niles has a proven track record in maintaining and expanding high net worth client relationships. Prior experience includes roles as a Financial Advisor at Morgan Stanley and a Financial Consultant at E*TRADE from Morgan Stanley, where responsibilities encompassed asset retention, client service, and customized financial planning. Garrett Niles began their career as a Registered Client Service Associate at Morgan Stanley from January 2014 to April 2016. Garrett Niles holds a Bachelor's degree in Economics from the University of Utah, completed in 2016.
This person is not in the org chart
This person is not in any teams