Tabitha Garreffa, MBA

Director of Operations/Financial Advisor

(972) 852-4800 |

Tabitha received her MBA from the University of Phoenix in Oklahoma City, OK. She is currently a Staff Sergeant serving in her 22nd year in the United States Army with 12 years in the U.S. Army Reserve and currently serving her 10th year with the U.S. Army National Guard assigned to the Texas Medical Command. Tabitha Garreffa joined the Fluent Financial team with several years of prior experience as a Financial Advisor. She holds the Series 7 (Securities Representative) and Series 66 (Combined State Law License) licenses through Private Client Services (PCS) and also has the General Lines Insurance License in Texas. She is responsible for operations, day-to-day financial transactions and prepares comprehensive financial plans as a Financial Advisor.

Tabitha is committed to helping her clients achieve their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. Her areas of focus include:

  • Federal Employee Benefits Planning
  • Investment Strategies
  • Retirement income planning
  • Insurance solutions and risk management
  • Comprehensive financial planning

In Tabitha’s free time she enjoys yoga, horseback riding, snorkeling, traveling and volunteering with various Pit Bull rescues in Dallas.

Five Star Wealth Managers

Award based on 10 objective criteria associated with providing quality services to clients. Objectives include: credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 & 2020 Five Star Wealth Mangers. Tabitha also appeared in FORTUNE Magazine’s November 2020 Issue, in the Women in Wealth Section.