Melanie Hasty-Grant Email and Phone Number
Melanie Hasty-Grant work email
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- Valid
Melanie Hasty-Grant personal email
Melanie Hasty-Grant phone numbers
9500 N. 129 East Ave., Suite 106, Owasso, OK 74055Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.Specialties: We do 401(k) rollovers.We set up IRA’s, Roth IRA’s, Brokerage and Trust AccountsWe help people plan for retirement and develop strategies with a goal of providing income during retirement.
Waterstone Private Wealth Management
View- Website:
- waterstonewealth.com
- Employees:
- 6
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Founding Partner/Wealth AdvisorWaterstone Private Wealth Management Jan 2004 - Present9500 N 129Th East Ave, Suite 106, Owasso, Ok 74055provide comprehensive and innovative financial strategies, including wealth transfer, asset management*, insurance, succession* and retirement planning, estate planning and strategic philanthropy. She has a unique way of explaining complex investment topics so that nearly everyone can understand the concepts. Her client base includes individuals, families, and foundations across the United States. The retention of our clients is a direct result of our reputation for integrity and innovation understood by our clients and colleagues alike. Our concierge-level service provides our clients the attention they deserve.
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Lpl Financial Advisor With Focus On Retirement Planning, Helping Business Owners, And FamiliesWaterstone Private Wealth Management Jan 1999 - Jan 2017Investments and financial planning services.*Asset management, succession & financial planning and securities offered through LPL Financial, A registered Investment Advisor Member FINRA/SIPC. www.finra.orgwww.sipc.org
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Investment AdvisorEdward Jones Jan 1999 - Jan 2003 -
Licensed Professional Counselor And Marriage And Family TherapistMelanie Hasty-Grant & Associates Jan 1994 - Jan 1999
Melanie Hasty-Grant Skills
Melanie Hasty-Grant Education Details
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Counseling Psychology -
Psychology
Frequently Asked Questions about Melanie Hasty-Grant
What company does Melanie Hasty-Grant work for?
Melanie Hasty-Grant works for Waterstone Private Wealth Management
What is Melanie Hasty-Grant's role at the current company?
Melanie Hasty-Grant's current role is Founding Partner/ Wealth Advisor.
What is Melanie Hasty-Grant's email address?
Melanie Hasty-Grant's email address is mh****@****nes.com
What is Melanie Hasty-Grant's direct phone number?
Melanie Hasty-Grant's direct phone number is (918) 272*****
What schools did Melanie Hasty-Grant attend?
Melanie Hasty-Grant attended Oklahoma State University, Southern Methodist University.
What are some of Melanie Hasty-Grant's interests?
Melanie Hasty-Grant has interest in I Enjoy Traveling, Cooking, Com, Please Visit Www, Waterstonewealth.
What skills is Melanie Hasty-Grant known for?
Melanie Hasty-Grant has skills like Retirement Planning, Estate Planning, Investments, Strategic Planning, Retirement, Small Business, Strategic Financial Planning, Customer Service, Marketing, Finance, Securities, Asset Management.
Who are Melanie Hasty-Grant's colleagues?
Melanie Hasty-Grant's colleagues are Donisha Lane, Abbie Owens, Miranda Hendricks, Tara Benson.
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