Garrett Smith, CFP^®

Vice President | Associate Wealth Advisor

704-733-6890
Garrett.Smith@CarnegiePW.com

Garrett is a CERTIFIED FINANCIAL PLANNER^® based in Pineville, where he lives with his wife, Kyleigh, and their son, Alexander. Born and raised in Kernersville, North Carolina, Garrett grew up in a large family with five siblings. In 2015, he moved to Charlotte to pursue a Bachelor of Science in Business Administration with a major in Finance from the University of North Carolina at Charlotte, which set the foundation for his career in wealth management.

Garrett has a passion for helping others understand and manage their finances. By educating clients on financial principles and guiding them through the development of personalized financial plans, Garrett empowers individuals and families to make informed decisions and pursue their financial goals. His approach emphasizes clear communication and tailored advice to manage financial outcomes.

Outside of work, Garrett enjoys spending quality time with family and friends, staying active through regular workouts, unwinding with video games, and reading non-fiction. His commitment to a balanced lifestyle helps him bring a thoughtful and well-rounded approach to his financial planning work.