Garrett Coates, Financial Advisor, First VP of Investments, Raymond James

05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/21/2026

As a country, we benefit when individuals and families have a stronger foundation in understanding money—how to earn it, manage it, invest it, and plan for the future.

This is especially critical for the younger generation as they transition into adulthood and begin making financial decisions that can impact their long-term success.

I'm passionate about helping the next generation build confidence and clarity around their financial future. If you have children or grandchildren who would benefit from guidance, I'd welcome the opportunity to connect and start the conversation.

Let's work together to empower them to make informed decisions and build a strong financial foundation.

planadviser.com

05/11/2026

Here are a few quick thoughts for small business owners.

Growing up with parents who ran a small business for over 30 years combined, I've seen firsthand the challenges that come with entrepreneurship.

Small business owners often wear many hats—and at times, several at once.

Supporting your business means finding ways to improve productivity and efficiency without burning out along the way.

If you have questions or want to talk through strategies that help ensure your finances are working as hard as you are, my door is always open.

I'm happy to share the approaches I use with the business owners I work with.

Happy Monday!

05/10/2026

Happy Mother's Day to all of you tremendous Mother's! I hope you each have a relaxing and special day.

I'm especially grateful for my Mom - Michele, and my wife and Mother to my children!

I have been so blessed with so many great Mother's in my life!

05/08/2026

Active vs. Passive investing - is one really better than the other?

This question has come up more than ever in recent years, and the answer isn't as simple as choosing one side.

Active and passive strategies each have distinct advantages and limitations, and for many investors, the most effective approach isn't an either-or decision.
What matters most is how these strategies are used together within a well-design portfolio.

If you're curious about:

-The key differences between active and passive investing
-When each approach tends to make sense
-How a customized strategy can align with your goals

I'm always happy to share how I build personalized wealth strategies for my clients and walk through any questions you may have.

Happy Friday!!!

05/04/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

If it would be helpful to have a quick update on the view of the market, feel free to reach out.

Thank you and Happy Monday!

amazonaws.com

05/01/2026

I help business owners make intentional, strategic decisions about their financial assets.

Coming from a family of business owners, I understand how difficult it can be to balance growth, protection, and long-term planning.

I'd welcome the opportunity to learn more about your business and see if a customized strategy could add value.

raymondjames.com

04/27/2026

I had a blast watching Sydney & Peyton in their activities this weekend.

Peyton loves the stage and looks up to the other dancers on the team! She did so great on the dances that she performed!

Sydney is a baller. She played 5 games in two days and went 4–1. She had a player make a super dirty play on her where she was launched into the scorers table for no reason - the most important thing was that she was ok. She got right back up, competed, played her heart out and they won by 1.

I love my girls, I'm so proud of them and how hard they work! I love cheering them on and being their Dad!

04/18/2026

I had the best time with my family disconnecting and getting away for spring break. It's easy to get so focused on our day-to-day responsibilities that we forget to be present and enjoy the moment.

I'm especially grateful for time with my wife and daughters—they're my favorite.

As much as I love helping clients plan for the future, moments like these are a great reminder that the goal isn't just building wealth—it's enjoying life along the way.

I hope you're all finding time this season to invest in what matters most.

Where's your favorite place to unplug with your family?

04/03/2026

Happy Easter!

I hope you're able to spend meaningful time with family and friends, celebrating the hope, love, and perfect sacrifice of the Savior!