“It’s my job to understand what their goals are, then we work to achieve those goals in the most efficient way possible.”
Garrett Kennedy is an advisor with Rollo Wealth Management and holds a Series 65 registration along with a life and health license and a property and casualty license. Before making the move to Rollo Wealth Management, he spent three years as a commercial lines account manager, helping clients protect themselves personally using insurance solutions.
His decision to transition into a financial advisor was made after noticing a glaring problem in the public space: financial illiteracy. “I want to give people a sense of security about their finances,” Garrett says. “After seeing the financial effects of the pandemic on the everyday household, I saw an opportunity to help. I want my clients to know that they have an advisor whom they can trust and have confidence in.”
Garrett attributes much of his success to his hunger for perfection. He creates custom plans tailored to the goals and current situations of all of his clients. By taking the time to analyze each person’s details, he can ensure that each plan is constructed with care and expertise. He also believes in communication as a main contributor to the proper plan. “Confidence is built around trust, and trust is built around communication. Without those two factors, it’s difficult for our partnership to succeed. That’s why I like to immediately begin building a relationship the second a client calls our office,” Garrett says.
He also considers himself a people person, always digging to understand the motivations of those he works with. “I see money as a tool,” Garrett says. “Most people aren’t motivated by money. They’re motivated by what they can do with that money. It’s my job to understand what their goals are, then we work to achieve those goals in the most efficient way possible.”
Garrett grew up in Rogers, Texas, just an hour away from Texas A&M University where he graduated magna cum laude with a bachelor’s in kinesiology. He’s a lifelong fan of every Texas A&M sports team, attending live events when he can and watching on television when he can’t. He married his high school sweetheart in 2019. The couple has a long-haired dachshund named Coco, and the three of them often take trips to Arizona and Florida.
His faith also plays a major role in his life, both as a follower of Christ and as a member of the community. “Since moving to College Station, church has become home. It gave my wife and me a place to call our own, and now we do anything we can to give back,” he says.