Professional Summary

Professional Overview

John Garvey is a seasoned Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated over three decades to providing comprehensive financial services and strategic leadership. As the CEO and Managing Shareholder of Bland Garvey, CPAs & Wealth Advisors, he leverages his extensive expertise in accounting, taxation, and wealth management to guide clients and drive the firm's growth.

Experience Summary

Current Role

As the CEO and Managing Shareholder of Bland Garvey, CPAs & Wealth Advisors, John is responsible for overseeing the firm's operations, setting strategic direction, and ensuring the delivery of exceptional client service. Under his leadership, the firm has expanded its service offerings, enhanced its technological capabilities, and maintained a strong reputation for its commitment to professional excellence. As the Managing Shareholder of Bland Garvey Wealth Advisors, LLC, John plays a pivotal role in developing and implementing comprehensive wealth management strategies for the firm's diverse clientele.

Career Progression

John's professional journey began in 1991 when he joined Bland Garvey as a CPA. Over the years, he has steadily progressed through the ranks, becoming a Managing Shareholder in 2005 and ultimately ascending to the role of CEO in 1991. Throughout his career, John has demonstrated a strong commitment to professional development, continuously expanding his knowledge and skills to better serve his clients and lead his firm.

Academic Background

John holds a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), underscoring his deep understanding of the financial services industry and his dedication to providing comprehensive wealth management solutions.

Areas of Expertise

John's areas of expertise include tax planning and preparation, estate planning, investment portfolio management, and financial planning. He is adept at analyzing complex financial data, identifying strategic opportunities, and developing tailored solutions to meet the unique needs of his clients. Additionally, John's strong leadership skills and business acumen have been instrumental in driving the firm's growth and positioning it as a trusted advisor in the local community.

Professional Impact

Under John's leadership, Bland Garvey, CPAs & Wealth Advisors has established a reputation for excellence, earning numerous accolades and recognition within the industry. He has been actively involved in professional organizations, such as the American Institute of CPAs (AICPA) and the Texas Society of CPAs, where he has contributed his expertise and served in various leadership roles.

Conclusion

With over three decades of experience in the financial services industry, John Garvey is a respected and accomplished professional who has left an indelible mark on the firms he has been associated with. As the CEO and Managing Shareholder of Bland Garvey, CPAs & Wealth Advisors, he continues to drive the firm's growth, delivering exceptional client service, and upholding the highest standards of professional ethics and integrity.