Garrett Sampson

Energizer
DISC Type : I

Financial Services Professional at DeNovo Advisory Group

Dallas, Texas, United States

Overview

Garrett Sampson is an Associate Advisor at DeNovo Advisory Group, where he helps individuals and businesses with wealth management, advanced planning, and tax-efficient strategies. He is a graduate of the SMU Cox School of Business with a degree in Finance and holds Series 7, 63, and 65 licenses.

Before his career in finance, Garrett gained experience in the culinary arts, working as a line cook at multiple restaurants. His academic pursuits were also diverse, as he minored in Mandarin while completing his business degree at Southern Methodist University, showcasing a broad range of interests.

Unique fact: He has a distinct background that combines experience in the high-paced culinary world with complex financial planning.

Personality Overview

Relationship Oriented

Big Picture Person

Believer

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Wealth Management
He focuses on designing and implementing thoughtful strategies across wealth management, advanced planning, and tax-efficient solutions for his clients.
Market Commentary
Regularly shares market and economic commentary from LPL Financial Research to keep his network informed on current trends.
Investment Psychology
Shares content on how investor biases can affect financial choices, indicating an interest in the behavioral side of finance.

Media Appearances

Garrett has no verified media appearances

Work History

11-2025
Financial Services Professional at DeNovo Advisory Group
8-2023
Financial Services Professional at Equitable Advisors
5-2022
Commission Sales Associate at Event Experts
5-2021 - 8-2021
Line Cook at Sweet Basil
12-2020 - 1-2021
Line Cook at Larkspur Events & Dining

Education

8-2019 - 5-2023
Bachelor's degree from Southern Methodist University
2019 - 2023
Bachelor of Business Administration - BBA from Southern Methodist University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Dallas, Texas, United States Job Level : N/A Designation : Financial Services Professional at DeNovo Advisory Group
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Insights For Selling To Garrett

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Garrett is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Garrett

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Garrett move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Garrett take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Garrett

Personality Compatibility


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