Jarrett Gatling, CFP®, CAIA®

Vice President | Financial Advisor

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Biography
Credentials & Awards
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 credentials include the Chartered Alternative Investment Analyst (CAIA) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations.

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

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Alternative Investment Analyst℠

Memberships

  • Member, Chartered Alternative Investment Analyst Association (CAIA)

Resources

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