About Amit S. Grover
Mr. Amit Grover is a 2005 graduate of Hamilton College with a B.A. in Mathematics and a minor in Economics. Mr. Grover was a Dean’s List student and a Letter winner on the Men's Lacrosse team. While a student, he completed internships at Merrill Lynch and London based venture capital firm, Saffron Hill. Mr. Grover joined Morgan Stanley in June of 2005 and has obtained his Series 7, 9, 10, 31, 66 Licenses and PA Life, Accident & Health Insurance Licenses. In addition, he has been recognized as a Leader within his Professional Foundations Program Class and was a member of the Morgan Stanley’s prestigious Pacesetters Club in 2006-2012, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service within their first five years.
In 2009, Mr. Grover earned the highly regarded CIMA® designation after completing a rigorous curriculum offered by The Wharton School and IMCA organization. Subsequently, in 2011, he became a CFP® certificant and has since been promoted to Executive Director.
Mr. Grover advises physicians, business owners, professionals and retirees. In addition to advising clients, he serves on the management team of the Northern Ohio-Western Pennsylvania Complex as the Branch Manager for the Wexford, PA office and a member of the Complex Diversity Council. In these roles, he oversees more than 45 employees.
In 2019, Forbes named Amit as a “Next Gen Best In State Wealth Advisor” as one of the country’s top advisors under the age of 40 representing the future of the wealth management industry.
Mr. Grover resides with his wife Elizabeth and their daughters, Annika and Ava, in Fox Chapel and they are members of the Sewickley Heights Golf Club.
Securities Agent: CA, CO, DC, FL, IL, MA, MD, MI, NJ, NV, NY, OH, PA, SC, TN, VA, WA, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1589603
CA Insurance License #: 0M46480