Jarrett is dedicated to helping his clients gain a clear understanding of their current financial situation, set achievable goals, and identify concrete steps they can take to move closer to attaining their financial aspirations. He came to Creative Financial Group with nearly two decades of experience in the financial services industry as a private banker, financial advisor, and financial planner. Some of his previous firms include Edward Jones, JPMorgan Chase, AIG Retirement Services, and Wells Fargo. For the past five years, he’s been an integral member of the Synovus Financial Planning team, assisting Private Wealth clients with their comprehensive planning needs, throughout their five-state footprint. His dedication and commitment to helping his clients earned him the 2021 Synovus Chairman’s Game Changer Award.
Jarrett earned his bachelor’s degree in Finance from Augusta State University. He went on to complete his Master of Science in Financial Planning at the University of Georgia and was selected to be a member of the Phi Kappa Phi honor society. He is a Charted Financial Consultant®, a Chartered Life Underwriter®, and a Certified Financial PlannerTM.
The San Antonio native grew up in a military family, giving him the opportunity to connect with people from Texas, Georgia, and Germany. When he isn’t helping clients make smarter investment decisions, Jarrett enjoys working out, kayaking, and trying out new recipes. He lives in Marietta with his wife, Katie, and their two boys, Jack and Cooper.
Articles from Jarrett in the Synovus Economic Insight Newsletter
April 2025 | Financial Planning - Concentrated Stock Positions
March 2025 | Tax Season Tips for Managing Capital Gains, Losses and Dividends
December 2024 | The Future of the 2017 Tax Cuts and Jobs Act
April 2024 | Financial Planners Corner
February 2024 | Mega Backdoor Roth Strategy
December 2023 | How to Approach Withdrawals from Your Portfolio at Retirement
October 2023 | Business Owners: How to Establish a Fair Value and Protect Your Business
May 2023 | Protecting Your Deposits
February 2023 | Start the Year with a Financial Planning Review
November 2022 | Inflation's Silver Lining from an Unlikely Place
October 2022 | Navigating the Student Loan Debt Relief Plan
August 2022 | Financial Planning Corner
