John B Garwood, CFP®

Wealth Management Advisor


After 20 years in financial industry, John holds true to the foundation of honesty and integrity he started his time in the financial industry with. 

He prides himself on getting to know clients on a personal basis; understanding their dreams and goals, risk tolerance, and time horizon for investments.

Education and Continued Growth


The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.


Achievements, Associations, and Memberships

National Association of Insurance and Financial Advisors (NAIFA)

John is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

National Association of Insurance and Financial Advisors Quality Award 2015

Award recognizing commitment to excellence in service to clients and industry.

TOP 50 - Northwestern Mutual Southern Region 2014 - 2015


North Carolina Department of Insurance Life and Health Committee Member 2014 - 2015



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