Meet the Southeast team

Territory: AL, FL, GA, NC, PR, SC, TN

headshot of  Stefan Lambert

Brian Garrette is a seasoned financial services executive with over 25 years of experience. He focuses on recruiting top financial advisors and expanding the firm’s independent channel presence. A dynamic and optimistic leader, Brian excels at building high-performance teams, leveraging data analytics, and driving strategic recruitment.

Brian has responsibility for partnering with experienced advisors across the Southeast territory to understand their goals for growth and delivering a differentiated client experience.

“I’m passionate about helping advisors find the right leadership, support and resources they need.”

Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you?

Email for a confidential discussion

My territory: AL, FL, GA, NC, PR, SC, TN

Meet my internal partner

headshot of  Stefan Lambert

D’Ann collaborates closely with the Market Directors in the territory to engage experienced advisors interested in learning more about our supported independence model, while leading and driving sourcing initiatives, answering questions and resolving issues, sharing accountability for success in results and supporting Market Directors in their efforts within the territory. 

GE-8781456.1 (02/2026) (Exp. 02/2030)