Jarrett Gatling, CAIA

Vice President / Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jarrett Gatling is a wealth management financial advisor based in Tampa, FL.

Jarrett has been in the wealth management industry for a decade and enjoys building meaningful relationships with his clients. He specializes in providing tailored investment advisory and wealth management services to high-net-worth investors. With the goal of giving clients confidence and clarity in their financial objectives, he keeps their financial goals, risk tolerance, and time horizon in mind at all times.

He earned his Bachelor of Science degree in international business and finance from the University of Tampa. His professional designations include the Chartered Alternative Investment Analyst (CAIA) credential and the National Association of Plan Advisor’s Nonqualified Plan Advisor (NQPA™) credential.

When not at work, Jarrett spends time with his family and two French bulldogs. He also enjoys sports (especially football and the Philadelphia Eagles), likes to cook, travel, and stay physically active. He is passionate about being involved in his church and local community.

Education

  • Bachelor of Science, international business and finance, University of Tampa

Industry Designations

  • Chartered Alternative Investment Analyst

Memberships

  • Member, Chartered Alternative Investment Analyst Association (CAIA)
  • Member, National Association of Plan Advisors (NAPA)

Resources

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