About Me
Grant is a Financial Advisor at Morgan Stanley and a Certified Private Wealth Advisor® who completed the rigorous CPWA® program at the University of Chicago Booth School of Business. The CPWA® designation is an advanced credential designed for wealth managers who advise ultra-high-net-worth clients. Grant is also a CERTIFIED FINANCIAL PLANNER® professional and leads his team's financial planning process.
He focuses on developing and implementing comprehensive wealth management strategies for ultra-high-net-worth individuals and families. His process-driven approach is designed to provide flexibility while helping to ensure that each client’s goals remain a primary driver of portfolio decisions.. Grant also manages model equity portfolios that may include individual stocks, exchange-traded funds, and mutual funds.
A native of Washington, D.C., Grant brings nearly two decades of industry experience. Prior to entering the financial services industry, Grant worked in the scientific field, applying his biochemistry background to the Human Genome Project at Celera Genomics in Rockville, Maryland. He earned his Bachelor of Science degree from Dickinson College.
Disclosures:
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Securities Agent: MS, CO, VT, TN, NY, NJ, GA, MI, IL, WV, SD, NV, NH, KY, FL, SC, PR, CT, AK, WI, UT, OR, NM, MT, MO, MN, ID, IA, TX, MA, DE, WY, ND, NC, ME, MD, IN, WA, VA, RI, LA, CA, AR, OK, NE, KS, DC, AZ, VI, PA, OH, HI; General Securities Representative; Investment Advisor Representative