Grant Gilbert, Cfp®
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Grant Gilbert, Cfp® Email & Phone Number

Investment/Portfolio Analyst at Raymond James at Raymond James
Location: West Chester, Pennsylvania, United States 7 work roles 2 schools
1 work email found @raymondjames.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@raymondjames.com
LinkedIn Profile matched
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Current company
Raymond James
Role
Investment/Portfolio Analyst at Raymond James
Location
West Chester, Pennsylvania, United States
Company size
12938 employees

Who is Grant Gilbert, Cfp®? Overview

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Quick answer

Grant Gilbert, Cfp® is listed as Investment/Portfolio Analyst at Raymond James at Raymond James, a company with 12938 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Grant Gilbert, Cfp®.

Grant Gilbert, Cfp® previously worked as Investment Analyst at Raymond James and Senior Investment Consultant at Vanguard. Grant Gilbert, Cfp® holds Bachelor Of Arts (B.A.), Chemistry from Wake Forest University.

Company email context

Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Grant Gilbert, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Grant Gilbert, Cfp®

Experienced Investment Analyst and Junior Wealth Manager with a demonstrated history of success in the financial services industry. Skilled in investment advising, portfolio construction, financial acumen, public speaking, sales, time management, and teamwork. Strong client-facing professional with a Bachelor of Arts (B.A.) focused in Chemistry from Wake Forest University.

Listed skills include Research, Microsoft Office, Public Speaking, Microsoft Excel, and 8 others.

Current workplace

Grant Gilbert, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Investment/Portfolio Analyst at Raymond James
st. petersburg, florida, united states
Website
raymondjames.com
Employees
12938
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Company profile
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7 roles

Grant Gilbert, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Investment Consultant

Vanguard
Nov 2020 - Oct 2021

Investment Consultant

Vanguard
Dec 2019 - Nov 2020

Client Case Representative - Business Development Group

Vanguard
Jun 2018 - Dec 2019

Retail Operations Specialist

Vanguard

Malvern, Pennsylvania

Jul 2016 - Jun 2018

Sales Associate

Aidells

Philadelphia, Pennsylvania

Jun 2015 - May 2016

English Teacher

New Zealand And Australia
  • Earned my Teaching English as a Foreign Language (TEFL) Certification, with over 150 classroom hours
  • Taught English lessons to diverse students from different nationalities
  • Self-financed work and travel through Australia and New Zealand
Oct 2013 - May 2015
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

PM Peter Morrisroe Peter Morrisroe Colleague at Raymond James Notre Dame, Indiana, United States, United States View → JH James Harmon James Harmon Colleague at Raymond James Enfield, Connecticut, United States, United States View → HB Harry Brun Harry Brun Colleague at Raymond James Greater London, England, United Kingdom, United Kingdom View → JN Jessica Norris Jessica Norris Colleague at Raymond James Indianapolis, Indiana, United States, United States View → TW Thomas Ward Thomas Ward Colleague at Raymond James Greater Tampa Bay Area, United States View → CM Carson Mccreight Carson Mccreight Colleague at Raymond James Tampa, Florida, United States, United States View → TG Trevis Gillow, Aif® Trevis Gillow, Aif® Colleague at Raymond James Traverse City, Michigan, United States, United States View → TB Tiffany Brown Tiffany Brown Colleague at Raymond James Southaven, Mississippi, United States, United States View → TS Tricia S. O'Neil, Cfa® Tricia S. O'Neil, Cfa® Colleague at Raymond James Providence, Rhode Island, United States, United States View → RW Robb Walton Robb Walton Colleague at Raymond James Wesley Chapel, Florida, United States, United States View →
2 education records

Grant Gilbert, Cfp® education

Bachelor Of Arts (B.A.), Chemistry

Wake Forest University

Activities and Societies: Research Assistant for gold catalysis mechanisms Innuendo Acapella ChoirFocus: Pre-med

High School

Great Valley High School
FAQ

Frequently asked questions about Grant Gilbert, Cfp®

Quick answers generated from the profile data available on this page.

What company does Grant Gilbert, Cfp® work for?

Grant Gilbert, Cfp® works for Raymond James.

What is Grant Gilbert, Cfp®'s role at Raymond James?

Grant Gilbert, Cfp® is listed as Investment/Portfolio Analyst at Raymond James at Raymond James.

What is Grant Gilbert, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Grant Gilbert, Cfp® at Raymond James.

Where is Grant Gilbert, Cfp® based?

Grant Gilbert, Cfp® is based in West Chester, Pennsylvania, United States while working with Raymond James.

What companies has Grant Gilbert, Cfp® worked for?

Grant Gilbert, Cfp® has worked for Raymond James, Vanguard, Aidells, and New Zealand And Australia.

Who are Grant Gilbert, Cfp®'s colleagues at Raymond James?

Grant Gilbert, Cfp®'s colleagues at Raymond James include Peter Morrisroe, James Harmon, Harry Brun, Jessica Norris, and Thomas Ward.

How can I contact Grant Gilbert, Cfp®?

You can use AeroLeads to view verified contact signals for Grant Gilbert, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Grant Gilbert, Cfp® attend?

Grant Gilbert, Cfp® holds Bachelor Of Arts (B.A.), Chemistry from Wake Forest University.

What skills is Grant Gilbert, Cfp® known for?

Grant Gilbert, Cfp® is listed with skills including Research, Microsoft Office, Public Speaking, Microsoft Excel, English, Microsoft Word, Powerpoint, and Time Management.

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