Garrett McMillan
President, Triad Wealth and Financial Advisor
Garrett McMillan is recognized by Forbes as a Best-In-State Financial Security Professional (#5 in Missouri) and is the President of TRIAD Wealth in Saint Louis. His passion for financial education, especially among Millennials and Gen Z, stems from his realization that they lack essential fundamentals of finance or investing.
Garrett is committed to bridging this education gap by empowering his clients with strategies designed to help them achieve financial freedom earlier in life. He understands their desire to break away from traditional financial paths and is dedicated to making complex financial concepts accessible through his "Money Explained" approach.
Holding Series 7 and 66 licenses and the Certified Fund Specialist (CFS) designation, Garrett serves over 600 clients across 27 states, continuously working to expand his mission of financial education and empowerment.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. The Forbes award is not issued or endorsed by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.CA Insurance License #0H97795.