Loading...
Specialties
Robert M.
"Matt" Grant is an experienced financial planning professional, having practiced for nearly 20 years in the field of financial planning where he has helped his clients design and execute investment, risk management, and estate planning strategies. A 2001 graduate of Gulf Shores High School, he attended Auburn University where he earned a B.S. degree in Accounting. Upon graduation, Mr. Grant was hired at First Protective Insurance Group in Birmingham, AL where he obtained his Series 7, 24, and 66 Securities Registrations along with his Life and Health License. In addition, he also obtained the designation of Chartered Life Underwriter through the American College which is only attained by completing eight professional courses on investments, insurance, and estate planning. He is actively involved with Kiwanis Club of Gulf Shores, the Lower Alabama chapter of the Coastal Conservation Association, and the Tri-City Foundation Advisory Council. Matt is married to Allison Grant. They have two children (Anne Pavey and Robert) and are members of Fairhope United Methodist Church. In his free time he enjoys all things outdoors, especially when that time is spent with his family and close friends.
♥
Always free for clients.
CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Advisory Services offered through True Wealth Advisors, LLC. Securities offered through Cetera Advisor Networks, LLC, Member FINRA/SIPC Grant Wealth Management, LLC is independent of True Wealth Advisors, LLC and Cetera Advisor Networks, LLC.