Garrett Vigil

About Garrett Vigil

Dynamic and client-focused professional with a diverse background in technology sales, management, and financial planning—now channeling that experience toward a long-term career as a Financial Advisor. With an MBA in Project Management from the University of New Mexico’s Anderson School of Management, I bring a strategic, analytical mindset to solving financial challenges and helping individuals achieve clarity and confidence in their financial future.My career has spanned client relationship management, cross-functional leadership, and data-driven decision-making, with a growing focus on retirement planning, investment strategy, and comprehensive wealth management. I excel at translating complex information into actionable guidance, building trust with clients, and delivering value through thoughtful, long-term planning.As a first-generation college graduate and proud New Mexico native, I’m committed to building strong relationships, mentoring others, and supporting people through some of life’s most important financial decisions. I thrive in organizations that prioritize fiduciary integrity, teamwork, and lasting impact.

Experience

1. Associate Advisor

   Allworth Financial

   Jul 2025 — Present · Albuquerque, NM, US

   As an Associate Advisor at Allworth Financial, I partner with lead advisors to deliver personalized, fiduciary financial guidance to a diverse client base. My role focuses on supporting comprehensive financial planning—covering retirement strategies, tax efficiency, investment allocation, insurance, estate planning, and income distribution. I play a key role in preparing and presenting financial plans, analyzing portfolios, addressing client needs, and ensuring high-touch service throughout the advisory relationship. With a client-first mindset and a team-based approach, I help individuals and families build confidence in their long-term financial future.

Education

• UNM Anderson School of Management

  Graduate Certificate, Taxation

• The University of New Mexico

  Population Health, Epidemiology and Public Health

• St. Pius X Catholic High School

  High School Diploma

• UNM Anderson School of Management

  Master of Business Administration - MBA, Business Administration and Management, Project Management