Grant Sims Email & Phone Number
Family Wealth Strategist @ TFO Wealth Partners
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Grant Sims Location
- Toledo, OH, US
Grant Sims Work
- 2026 -now Advisor @
- 2022 -now Family Wealth Strategist @
- 2013 -2022 Certified Financial Plannerâ„¢ @
- 2012 -2012 Business Development and Client Relations Intern @
Grant Sims Education
- Boston University
CERTIFIED FINANCIAL PLANNER
2015-2016 - The Ohio State University - The Max M. 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 Family Wealth Strategist at TFO Wealth Partners. Grant Sims brings experience from previous roles at SJS Investment Services, 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 6 emails and 1 mobile phone numbers on RocketReach.
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