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J. Rhett Garner, CLU®, ChFC®, CFP®

J. Rhett Garner, CLU®, ChFC®, CFP®

TITLE:Managing Director, Head of Portfolio Management | Wealth Advisor


PHONE: (757) 321-3725

J. Rhett GarnerRhett started his Financial Services career as an Advisor with Prudential Financial in 2006 and has held multiple senior-level roles within the industry since that time. In 2009, he was promoted to management to build a team of Financial Advisors, and under Rhett’s leadership, his team consistently placed among the top ranks in per capita performance.

In 2015, Rhett was hired on as Senior Financial Advisor for ‘The National Advice Center’, a start-up division within Capital One Investing. During his time there, he was awarded for his efforts involving various projects and initiatives, including his contributions toward the development of a proprietary managed investment platform, a pilot program to establish client-facing video conference capabilities, and developing and hosting interactive retirement planning workshops. While involved in these, Rhett continued to place a top priority on listening to his advisory clients and fully advocating for them. USF

Fortunately for HWMG, one of those clients referred Rhett to Heritage Wealth Management Group, and he joined the firm in August of 2019. He cited the character, values, and principles of the team as the determining factors in his decision.

Rhett earned a Bachelor of Arts from the University of South Florida and holds designations as Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certified Financial Planner (CFP®). He values time being spent with his wife Ashley and three young children, Rhett enjoys reading and lifting weights. He currently lives in Newark, DE and he maintains an avid enthusiasm of history, economics, and the markets.

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