Simplified Financial Advice.
Rod Garay is the Director of Client Services and is a seasoned customer-centric leader who has more than 15 years of financial industry experience leading numerous operations and service teams. His proactive and comprehensive approach to clients’ service experience greatly supports the firm.
Before joining Carson Wealth, Rod worked for Morgan Stanley’s Wealth Management Division, optimizing the firm’s processes and overseeing strategic and tactical teams across the country. Before Morgan Stanley, Rod was a sales and service officer for a hedge fund and has held operational management roles for multiple Fortune 500 firms, including UnitedHealth Group and E*Trade Financial. At E*Trade, he led specialized teams that serviced the most profitable clients of the firm and spearheaded tactical implementation teams that rolled out new service models firmwide.
Rod graduated with a master’s in International Studies, an MBA from the University of Utah and holds the Series 7, 66, 24, 4 and 53 registrations. Rod lives in Salt Lake City, Utah, with his wife and two daughters. He enjoys spending his free time with family skiing, jogging and hiking.