Brett William Garrison

Current Employers

Employment History

• 08/2015 → 08/2018
  School District Of Philadelphia
  Philadelphia, PA
• 08/2018 → 06/2023
  Downingtown Area School District
  Downingtown, PA
• 05/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 05/2023 → Present
  Hornor, Townsend, & Kent Llc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428, United States | START DATE: 05/19/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) HEARTLUX CAPITAL LLC | POSITION: PARTNER NATURE: FINANCIAL PLANNING & WEALTH MANAGEMENT, ASSET MANAGEMENT STRATEGIES, RETIREMENT INCOME STRATEGIES, ESTATE PLANNING STRATEGIES, BUSINESS SUCCESSION STRATEGIES, MULTIGENERATIONAL WEALTH MANAGEMENT, ADVANCED INSURANCE PLANNING, PHILANTHROPIC GIFTING STRATEGIES, GROUP BENEFITS, EXECUTIVE BENEFIT STRATEGIES, INVESTMENT ADVISORY SOLUTIONS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 50 | SECURITIES TRADING HOURS: 33 | START DATE: 08/13/2026 |ADDRESS: 161 WASHINGTON ST, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: LEADING THE CREATION OF COMPREHENSIVE FINANCIAL PLANS, INCLUDING RETIREMENT, TAX, ESTATE, INSURANCE, EDUCATION, AND CASH FLOW STRATEGIES. COLLABORATING WITH ADVISORS TO DEVELOP RECOMMENDATIONS TAILORED TO EACH CLIENT'S GOALS AND CIRCUMSTANCES. REVIEWING COMPLEX PLANNING CASES AND PROVIDING TECHNICAL EXPERTISE ON ADVANCED PLANNING TOPICS. MANAGING AND IMPROVING THE FIRM'S FINANCIAL PLANNING PROCESS, TOOLS, AND TECHNOLOGY. TRAINING AND MENTORING ADVISORS AND PLANNING STAFF ON BEST PRACTICES AND TECHNICAL PLANNING CONCEPTS. COORDINATING WITH ATTORNEYS, CPAS, AND OTHER PROFESSIONALS TO IMPLEMENT CLIENT STRATEGIES. ENSURING PLANNING RECOMMENDATIONS COMPLY WITH REGULATORY REQUIREMENTS AND FIRM STANDARDS. IDENTIFYING OPPORTUNITIES TO DEEPEN CLIENT RELATIONSHIPS BY PROACTIVELY ADDRESSING PLANNING NEEDS.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25

Other Names

• Brett Garrison