As a Junior Partner at Legacy Wealth Management, Garrison Headley works closely with clients to craft retirement and investment strategies that provide clarity, confidence, and peace of mind. His specialties include investment analysis, cash flow management, and Social Security optimization, all with an eye toward simplifying complex decisions.

With over 13 years of experience in the financial services industry and a certification from the National Social Security Association (NSSA), Garrison brings thoughtful insight and a level-headed perspective to every client relationship. Prior to joining Legacy in 2014, he began his career at Russell Capital Management. He is an alumnus of both the College of Charleston and Trident Technical College, where he studied business administration and baking and pastry arts, respectively. Garrison greatest achievement is marrying his wife, Shannon, and raising his two sons, Dax & Boone. He spends his free time coaching high school wrestling and rooting on the Wildcats.

What do you enjoy most about your work?

“I really enjoy helping people attain their financial goals—especially when I can take away some of the stress that many associate with retirement and investing. Despite how unpredictable the markets can be, our team maintains an incredible dynamic. Every day in the office is engaging, collaborative, and genuinely fun.”

What strengths do you bring to your role each day?

“I bring a healthy level of skepticism when it comes to market trends and politics. Things are rarely as good—or as bad—as they’re made out to be, and helping clients maintain perspective through it all is an art.”

What is the best career advice you’ve ever received?

“Quality relationships built on trust can withstand any market.”

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