Grant V. Mcdermott, Cfp® Email & Phone Number

Memphis, Tn

As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor, I work as part of a team with two principal areas of focus - Financial Planning and Asset Management. Primarily, we work with individuals (and their families) that are in or approaching retirement to address their financial goals including principal preservation, income, and growth. Using a planning process, we are able to understand our client’s unique goals, identify risk tolerances, and manage return expectations. Based on these factors, we build and implement asset management solutions including mutual funds, annuities, individual securities, and managed accounts. This approach continuously provides clients with a holistic picture and confident attitude towards their financial future.

Philadelphia, Pa

Shared responsibility for relationship management, sales generation, operational integrity, and personnel supervision with the retail bank branch management team.

Knoxville, Tn

Assisted branch management with general ledger transactions including customer deposits, disbursements, federal fund wire requests, inputting securities orders, maintaining compliance records within a full-service financial services office.