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Garrett H

Series 63, Series 65

Lexington, KY

Independent Financial Partners

Garrett Headley is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes roles at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a high school wrestling coach in Lexington, KY. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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John D

Series 63

Lexington, KY

Independent Financial Partners

John Davis is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he manages an accounting business entity, JD Davis Management, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, allowing clients to choose from various investment management options and has a notable specialization in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Joshua D

Series 66

Lexington, KY

Independent Financial Partners

Joshua Dunn is a financial advisor at Independent Financial Partners in Lexington, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Independent Financial Partners and IFP Securities LLC in 2021, he was self-employed from 2015 to 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies set by individual advisors and centralized management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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