Grant Sims Email & Phone Number
Advisor @ SJS Investment Services
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Grant Sims Location
- Toledo, OH, US
Grant Sims Work
- Advisor @ (March 2026 - Present)
- Family Wealth Strategist @ (March 2022 - March 2026)
- Certified Financial Plannerâ„¢ @ (July 2013 - March 2022)
- Business Development and Client Relations Intern @ (June 2012 - August 2012)
Grant Sims Education
- Boston University
CERTIFIED FINANCIAL PLANNER
2015-2016 - The Ohio State University Fisher College of Business
BSBA Finance (Business Finance)
2009-2013 - Toledo Christian Schools
Toledo Christian Alumni - Class of 2009
2005-2009
Grant Sims Skills
- Business Presentations
- Certified Financial Planner
- Strategy
- Strategic Partnerships
- Certified Financial
- Business Development
- Microsoft Excel
- Microsoft Word
- Event Planning
- Development
- Customer Relationship Management Crm
- Advertising
Grant Sims Summary
- Grant Sims, based in Toledo, OH, US, is currently a Advisor at SJS Investment Services. Grant Sims brings experience from previous roles at TFO Wealth Partners, Munn Wealth Management and Diamond Hill Investments. Grant Sims holds a 2015 - 2016 CERTIFIED FINANCIAL PLANNER @ Boston University. With a robust skill set that includes Business Presentations, Certified Financial Planner, Strategy, Strategic Partnerships, Certified Financial and more. Grant Sims has 4 emails and 1 mobile phone numbers on RocketReach.
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Top SJS Investment Services Employees
Tom Kelly
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Ryan Walter
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Chris Taylor
Chief Operating Officer
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Jeff Lewis
Associate Advisor
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