E. Grant Marsh, Cfp®, C(K)P®, Cepa® Email and Phone Number
E. Grant Marsh, Cfp®, C(K)P®, Cepa® personal email
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The Marsh, Stone, Huang Group is here to help you achieve life's most important goals -- yours. Whether considering family, giving, home, health, leisure, work, or retirement you have goals and concerns that are important to you. By exploring your life priorities and associated concerns, the Marsh, Stone, Huang Group connects you with the right services to assist you with what matters most. This includes providing personalized recommendations that are flexible enough to adapt to your goals throughout your lifetime. The process begins with an understanding of your life priorities, your investment personality and your personal financial goals. It progresses to your financial strategy. It culminates with an integrated wealth management plan designed to help you achieve the best life with the resources you have. Based in McLean, VA and serving business owners, executives, professionals and their families throughout the U.S., the Team looks forward to the opportunity of serving you. KEY SERVICES PROVIDEDRetirement Planning401(k) & Executive Deferred CompFinancial WellnessHealthcare & Risk MitigationEducation FundingInvestment ManagementInvestment BankingBusiness Transition Counseling Estate & Legacy Planning ServicesPhilanthropic GivingPrivate Banking Services through Morgan Stanley Private Bank, N.A.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Senior Vice President, Financial AdvisorMorgan Stanley Jun 2022 - PresentUnited StatesGrant is a CERTIFIED FINANCIAL PLANNER™ certificant (a designation earned from the CFP Board of Standards, Inc.), holds the Certified 401(k) Professional designation, & the Certified Exit Planning Advisor designation. He joined Morgan Stanley in June 2022, after serving as a Wealth Management Advisor & Retirement Benefits Consultant with Merrill Lynch for 24 years. Grant had previously served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. He graduated with honors from the University of Arkansas with degrees in both Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *C(k)P® is a registered trademark of The Retirement Advisor University, Inc. *CEPA® is a registered trademark of the Exit Planning Institute.
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Wealth Management Advisor, Senior Vice PresidentMerrill Lynch Wealth Management Sep 1998 - Jun 2022Grant is a CERTIFIED FINANCIAL PLANNER™ certificant (a designation earned from the Certified Financial Planner Board of Standards, Inc.) who holds the Senior Portfolio Manager title, the Certified Plan Fiduciary Advisor Fiduciary designation, the Certified 401(k) Professional designation, the Senior Retirement Benefits Consultant designation, the Certified Exit Planning Advisor designation, & is an accredited Wealth Management Advisor who joined Merrill in 1998. Prior to joining Merrill, he served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. Grant graduated with honors from the University of Arkansas with degrees in Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.Grant's practice revolves around a relationship-focused, needs-based approach. He & his Team serve a select group of professionals, business owners & their families who are facing a number of financial challenges in today's increasingly complex world. His ability to identify their concerns & develop personalized, synergistic plans for them is what sets him apart in the industry.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
E. Grant Marsh, Cfp®, C(K)P®, Cepa® Education Details
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Troy UniversityMaster'S Degree -
University Of Arkansas SystemBachelor'S Degree
Frequently Asked Questions about E. Grant Marsh, Cfp®, C(K)P®, Cepa®
What company does E. Grant Marsh, Cfp®, C(K)P®, Cepa® work for?
E. Grant Marsh, Cfp®, C(K)P®, Cepa® works for Morgan Stanley
What is E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s role at the current company?
E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s current role is Senior Vice President, Financial Advisor.
What is E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s email address?
E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s email address is gr****@****hoo.com
What schools did E. Grant Marsh, Cfp®, C(K)P®, Cepa® attend?
E. Grant Marsh, Cfp®, C(K)P®, Cepa® attended Troy University, University Of Arkansas System.
Who are E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s colleagues?
E. Grant Marsh, Cfp®, C(K)P®, Cepa®'s colleagues are Steven Lippincott, Jillian Pleakis, Jorge Gonzalez, Randall Miner, Michael B. Murphy, Ramin Mahdavi, Matt Peacock.
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