Colton Groome welcomes new Director of Investment Strategies: Garst Reese, CFA.
At Colton Groome & Company we've worked diligently to create a culture of teamwork and collaboration. We encourage our team to develop and grow professionally, best indicated through one of our firm's core values: The Continuous Pursuit of Excellence.
Subsequently, we are excited to introduce our new teammate: Garst Reese, CFA (Chartered Financial Analyst). Garst will serve as our Director of Investment Strategies. His extensive investment experience, with focus on complex portfolio management, will enhance our comprehensive financial offerings. With more than twenty-five years spent in complex investment planning (more than ten local years), he is a proven team player with deep ties to the Asheville community.
To enhance our client-first principals, Garst will additionally serve as the manager of our newly integrated Family Office Services platform. Colton Groome will work directly with our Wealth Management clients desiring bill pay, accounting, and trust services with our preferred and proven partners.
We are most grateful to our clients and partners during these times of uncertainty. Not only has our firm remained viable during tumultuous times, but we have been able to continue forming our strategic vision: to build an unparalleled, concierge-level wealth management firm.
As a firm, we remain steadfast in our commitment to become better tomorrow than we are today.
If you would like to schedule a consultation (virtual or in-person) with Garst, you may do so using his virtual calendar, here:
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Horizon Investments, LLC is a separate entity from Valmark Securities Inc. and Colton Groome & Company.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.