Paul R. Garrett, ChFC, J.D.

Registered Representative

Phone: 972-774-0700 x 140
Fax: (972) 774-1652
E-mail: pgarrett@lifestrats.com

For over twenty years, Paul has been providing professional advice to help his clients.  Following an active civil practice with his family’s law firm, Paul joined a national financial services group focusing in assisting professionals and executives with long term financial strategies and risk management.  In 2004, Paul completed the Chartered Financial Consultant designation through The American College.  He worked with a nationally regarded wealth management firm until 2008, assisting clients in comprehensive financial investments and risk management strategies.

Now with the Mahoney Group, a member of the John Hancock Financial Network, Paul’s priority is to provide every client coordinated solutions to manage and protect key assets, while helping to reduce financial risks, with a special focus on legacy conservation strategies.  His goal is help each client identify their values and bestow a legacy consistent with those values in their families and communities.

Paul completed both his B.A. and his Juris Doctorate at the University of Oklahoma.  He was admitted to the Oklahoma Bar in 1984, and was admitted to the Texas Bar** in 1991.  In addition to the Chartered Life Underwriter and Chartered Financial Consultant designations, he holds the FINRA Series 6, 7 and 63 securities licenses, along with state insurance licenses.  He is a member of several professional groups, including the Dallas Bar Association and the Dallas Estate Planning Council. 

Paul and wife Kim have lived in the Dallas area since 1992.  They have two children, and are active in their church, children’s schools, and community.

**Paul has elected to place this license on inactive status