Thomas Grant Email & Phone Number
Vice President, Strategic Wealth Planning @ Certified Financial Services
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Thomas Grant Location
- Hartford, CT, US
Thomas Grant Work
- 2004 -now Vice President, Strategic Wealth Planning @
- 1978 -2004 Wealth Management Specialist @
Thomas Grant Education
- University of Vermont
BS (Accounting)
1969-1973
Thomas Grant Skills
- Estate Planning
- Team Building
- Public Speaking
- Retirement Income Strategies
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Skillful Listner
- Strategic Financial Planning
- Road
- Risk Management
- Assessing Risks
- Training
- Long Term Care
- Wealth Building Strategies
- Charitable Giving Strategies
- Project Planning
- Attention To Detail
- MW
- Strategic Problem Solving
Thomas Grant Summary
- Thomas Grant, based in Hartford, CT, US, is currently a Vice President, Strategic Wealth Planning at Certified Financial Services. Thomas Grant brings experience from previous roles at Merrill Lynch. Thomas Grant holds a 1969 - 1973 BS in Accounting @ University of Vermont. With a robust skill set that includes Estate Planning, Team Building, Public Speaking, Retirement Income Strategies, Finance and more. Thomas Grant has 1 emails on RocketReach.
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