People Moves Related to "How Sheryl Garrett got a hush-hush invitation from President Obama and how she pierced the fog about putting clients first"
Headline
Publish date
Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Jun 21, 2024Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm