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HiltonGarrison

Boston, MA - (617) 999-3755
Austin, TX - (512) 800-2028
Fax - (512) 758-8022

(512) 852-4300

HiltonGarrison

  • Home
  • Services
    • Personal Financial Wellness
    • Business Owner Planning
    • Retirement Distribution Planning
    • The Living Balance Sheet®
    • Educational Videos
  • Our Team
  • Contact
  • LBS Login
  • Join Meeting

Paige Garrison, CFP®, CLU®, ChFC®

Growing up the daughter of a U.S. Air Force pilot, Paige has lived in many places. She graduated from The University of Texas at Austin, Phi Beta Kappa and received an MPA from The LBJ School of Public Affairs. Her financial credentials include designations of Certified Financial Planner, Chartered Financial Consultant and Certified Life Underwriter. She’s fluent in French and able to communicate in Spanish.

With over twenty-five years of insurance and investment planning, Paige has worked in the fields of corporate group benefits, retirement plan design and implementation, key executive supplement benefits, risk management, and personalized retirement income planning.

After many years as a financial advisor, Paige founded Hilton Garrison in 2014 to offer fee-based financial planning advisory services to small business owners and senior executives. She uses a team approach including the client’s CPA and attorney in an integrated process. She serves clients in Texas and Massachusetts via offices in Austin and Boston.

Believing that the foundation of practical financial planning is a focus on cash flow and not just investments, Paige and her team work with business owners to integrate their business exit planning with their personal planning to maintain lifestyle once they decide to transition out of their business. Her clients benefit from her comprehensive approach via The Living Balance Sheet® www.thelivingbalancesheet.com

Paige is a passionate birdwatcher, travelling to new countries each year to add to her life list. Obsessed with pickleball, she also enjoys cooking, kayaking, swimming, skiing and the camaraderie of family and friends both in New England and Central Texas

Check the background of this Financial Professional on FINRA's BrokerCheck

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian

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Scot Davis II, Office Manager

Office Manager

Scot has been a key figure at HiltonGarrison since its inception in 2014. His versatile skill set spans all facets of the investment and insurance agency, encompassing bookkeeping, marketing, and new business operations.

Throughout his career, Scot has been integral to the adaptation and implementation of new software and products, positively influencing the company's operations. These strategic enhancements include transitioning investment platforms, integrating modern accounting software, updating case management systems, and crafting a comprehensive business continuity and cybersecurity program.

Scot's dedication to service and client education remains a driving force behind HiltonGarrison’s ethos and contributes to the firm's steady growth. Scot's leadership is reinforced by his educational credentials, holding a Bachelor’s degree in Finance.

On a personal note, Scot is a devoted husband and father of two daughters. His active lifestyle includes participation in Spartan races, local hiking, and golfing. This passion for activity extends into his professional life, adding a dynamic energy to his role at HiltonGarrison.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Paige Garrison, CFP®, CLU®, ChFC®
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Scot Davis II, Office Manager
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Arthur Gravinis, JD, LL.M, CLU®, CRPS
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Caroline Akers, JD, LL.M

Check the background of your financial professional on FINRA's BrokerCheck.

Securities Products And Advisory Services Offered Through Park Avenue Securities LLC (PAS), Member FINRA/SIPC. OSJ: 160 Gould St. Suite 310 Needham, MA 02494 781-449-4402. Additional Office At 901 S. Mopac Expy., Barton Oaks Plaza IV, Suite 150, Austin, Texas 78746, 512-651-2009.

PAS Is A Wholly-Owned Subsidiary Of The Guardian Life Insurance Company Of America (Guardian), New York, NY.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation

Trademarks Of The Guardian Life Insurance Company Of America (Guardian) Are Used With Express Permission. © 2020 Guardian Important Disclosures | Terms Of Use | Privacy Policy This Material Is Intended For General Use. By Providing This Content Park Avenue Securities LLC And Your Financial Representative Are Not Undertaking To Provide Investment Advice Or Make A Recommendation For A Specific Individual Or Situation, Or To Otherwise Act In A Fiduciary Capacity.

Hilton Garrison Is Not An Affiliate Or Subsidiary Of PAS Or Guardian. California Insurance ID #OB11857.

2024-171388 Exp 03/26

Park Avenue Securities Form CRS