Grant is a Wealth Management Advisor with Merrill Lynch Wealth Management and has been in the financial services industry since 2004. He began his career on the floor of the New York Mercantile Exchange and has traded financial instruments in the U.S. and Europe. In March 2014 he joined Merrill in Delray Beach, FL. His focus is on developing strategies for affluent individuals, their families and their businesses to help them pursue their short- and long-term financial goals. Grant's approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Next, he offers recommendations for asset allocations designed to accurately reflect each client's individual income and growth goals. Finally, he follows up with discussions covering a wide range of opportunities, including investments, retirement, and philanthropy. Grant is a graduate of the Wharton School of the University of Pennsylvania, with a B.S. degree in Economics with concentrations in Finance and Legal Studies. Grant is a CERTIFIED FINANCIAL PLANNER professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Asset Allocation does not ensure a profit or protect against loss in declining markets. Client Commitment At Merrill, our mission is to help clients identify and pursue their goals at every stage of their lives - from the birth of a child to sending children to college, from planning for healthcare costs in retirement to leaving the legacies they desire. We help clients seek their preferred lifestyles through a one-on-one relationship with an experienced financial advisor. And we are committed to client needs, delivering the investment insights of Merrill while offering access to the banking convenience of Bank of America. 