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Dalton G

Series 66

Mount Dora, FL

Cetera

Dalton Garrison is a financial advisor at Cetera with eight years of industry experience. He also operates Garrison Wealth Management, P.A., a registered investment advisory business. His prior work includes roles at Summit Financial Group, LPL Financial, and Lake County Public Schools, as well as service on the City of DeBary Historical Preservation Advisory Board. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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