Holly M Garretson, AAMS®
1260 N Dutton Ave Suite 285, Santa Rosa, CA 95401
Office Information
Office InformationLocation
1260 N Dutton Ave Suite 285
Santa Rosa, CA 95401
Office Hours
Monday 8:30 am – 5:00 pm
Tuesday 8:30 am – 5:00 pm
Wednesday 8:30 am – 5:00 pm
Thursday 8:30 am – 5:00 pm
Friday 8:00 am – 3:30 pm
Saturday By Appointment Only
Sunday Closed
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Contact Methods
Phone: (707) 528-3452
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Experience and Background
At Edward Jones our focus is on the relationship with our clients. My primary goals are to work with serious, long-term investors and small businesses to achieve financial independence. My focus is on an individual approach to understand your personal needs and use an established process to put tailored strategies together because there is no one-size-fits-all investment or retirement plan.
I received a bachelor of science in business administration from California State University, Sacramento with concentrations in finance and real estate and land use affairs.
I have been with Edward Jones for over 4 years helping clients to achieve their goals for retirement, estate considerations, and insurance needs. I love to help individuals and business owners solve financial situations because, at heart, I am a problem solver. I enjoy working with clients to create tax efficiency with regard to investment strategy, solving how to save for college and retirement at the same time, as well as those looking for tax conscious solutions to investing.
I am not a person who talks very openly about myself but there are a few things I’m proud to share. First of which is my family. I am born and raised in California, have been married for over 2 years, am fortunate to have a loving mother and sister in my life and I love spoiling my niece and nephew. Working in my community gives me great joy. I am the director of Letter People, a local LGBTQ+ business and community group. We organize events for community business support, education, mentorship as well as social events. As an avid square dancer, I dance with the Redwood Rainbows in Sebastopol. In general, I would say I’m happiest when I’m making connections, whether it be solving problems or making introductions.
If you would like to learn more about how I could help you, please send me an email on the website or give me a call. I would love to hear about you.
Sincerely,
Holly Garretson
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