1605 Carmody Court
After interning in the Financial Services field for four summers, Grant began his career in May, 2009. Grant’s Finance Degree, from West Virginia University, compliments the series of credentials he also holds (FINRA Series 7 registration through LPL Financial and series 66 registration through LPL and Stratos Wealth Partners and the Life, Accident and Health Insurance Licenses) that are required to pursue a career in Financial Planning.
In his first year in the business, Grant earned his Chartered Retirement Planning Counselor designation, CRPC®. Since then, Grant has also earned his Accredited Investment Fiduciary, AIF®, designation.
Grant is responsible for the marketing, coordination and installation of new 401(k) Qualified Plans for the Sewickley Office of Stratos Wealth Partners Clients. As part of the 401(k) services, Grant manages the 401(k) Participant education and communication programs. He works as part of the Stratos Team responsible for conducting the onsite Employee/Participant Enrollment and Educational meetings and seminars.