E. Grant Marsh, Cfp®, C(K)P®, Cepa® Email & Phone Number

United States

Grant 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.

Grant 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.

Master'S Degree

Bachelor'S Degree