Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Garrett Klekota is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on connecting clients with the people, plans, and processes that align with their individual ambitions. He helps clients pursue personal goals such as planning for education funding, retirement lifestyle and healthcare coverage, and creating personalized strategies for long-term family objectives. His approach emphasizes simplicity and transparency to navigate the complexities of investing.
Garrett's areas of focus include equity compensation services, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from DePaul University. Garrett has been with Merrill for two years and is committed to helping clients prioritize and pursue the financial goals that matter most.
Outside of his professional work, Garrett has personal interests in basketball, pickleball, singing, soccer, and tennis.
Bank of America, N.A.
2023 - Present (3 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2023 - Present (3 years)
Equitable Advisors, LLc
2020 - 2023 (3 years)
Axa Advisors, Llc
2020 - 2020 (1 year)
UnEMPLOYED
2019 - 2020 (1 year)
Foxtrot
2019 - 2019 (1 year)
SAC Wireless
2018 - 2019 (1 year)
Foxtrot
2017 - 2018 (1 year)
ShipBob
2016 - 2016 (1 year)
Depaul University
2015 - 2019 (4 years)
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