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Katie G
Series 63, Series 65
Chamblee, GA
Fidelity
Katie Garrett is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Resources Investment Advisors, Clearview Advisory, and Qualified Plans, LLC. Garrett serves as a board member of the Pension Education Council of Atlanta, a nonprofit organization providing continuing education to retirement plan professionals. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a diversified investable universe.
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