Garrett Niles, CFP®, joined Lido in 2023. Garrett relies on his extensive knowledge and the comprehensive capabilities of the firm to deliver a holistic service to clients. He has industry experience from firms such as E*TRADE Financial and Morgan Stanley that spans a wide range of subjects such as retirement, philanthropy, tax planning, estate strategies, and more.
Garrett graduated from the University of Utah with a B.S. in Economics and has obtained the prestigious CERTIFIED FINANCIAL PLANNER® designation. He also holds his Series 66.
Garrett resides in Salt Lake City, with his wife and two daughters. When he’s not working, he enjoys sports, reading and traveling with his family.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.