Meet Skylight's New Partner Bernard Garrah
What does it mean to you to become a partner at the firm?
Becoming a partner in the firm provides us an opportunity to work together on the direction and vision of Skylight. As a whole, our objective is to work as hard as possible to continue its growth, structure, accountability standards and results to be the best comprehensive financial planning firm in Ohio.
How do you feel your appointment can be helpful to your practice as well as Skylight Financial Group as a whole?
I feel my appointment assists us both because it brings together a group of people who can share ideas, challenge each other and have mutual respect for what each person has accomplished. This sharing of ideas will allow us individually and as a firm to strive for greatness.
What made you want to work in this field?
When I started, I initially thought I was going to work in this field for 1-2 years and then go to law school. However, by the end of my first year, I never thought about law school as I could see the impact of what we do for a living has on our client’s abilities to reach their financial goals. I always enjoyed finances as a child and enjoyed reading and learning about this topic.
What advice would you offer others looking to advance their financial services career?
The career isn’t easy. If it was, I believe everyone would want to do it because of the amazing personal relationships you develop with your clients. You can’t be afraid of long hours, hard work, continued education and being told someone you know you can help, doesn’t want your help. While financial planning is important to many, there is no deadline like taxes have, of April 15th. The more people you talk to about what you do, the more opportunity you have to find someone who is ready and open to advice.
Let’s assume you never entered the workplace of the financial world, what was that one job you thought you wanted?
When I was a kid I wanted to be a pilot but I was told I’m color blind so there went that career! In college, I thought I would be an attorney.
Tell us something about you that people will not find in your ‘official’ bio that shows a side unknown to us and the people you might know.
I’m a terrible singer but me and my daughter love singing in the car together and making up words to the songs because we don’t usually know them all.
Bernard T. Garrah, Jr. is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC Member SIPC. 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680.CRN201809-205278
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