Michael C. Grannis, Cfp®, Chfc® Email and Phone Number
Michael C. Grannis, Cfp®, Chfc® work email
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Michael C. Grannis, Cfp®, Chfc® personal email
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Michael C. Grannis is a Senior Wealth Management Banker located in the Pacific North division of Wells Fargo Private Bank with more than 15 years of experience in financial services. Michael specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients.Prior to beginning his career, Michael graduated from San Diego State University with a Bachelor of Business Administration. He then went on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Chartered Financial Consultant® (ChFC®) designation from The American College./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. NMLSR ID 399801.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 14520
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Vice President – Senior Wealth Financial AdvisorWells Fargo AdvisorsFresno, Ca, Us -
Vice President, Senior Wealth Management BankerWells Fargo Private Bank Jul 2015 - PresentFresno, CaAs a Senior Wealth Management Banker, Michael specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients. -
Financial AdvisorMerrill Lynch Wealth Management, Bank Of America Corporation Jun 2014 - Jul 2015Fresno, California Area- Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being -
Financial AdvisorMorgan Stanley Wealth Management Sep 2007 - Jun 2014Beavercreek, Oh- Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being -
Regional Corporate Account SpecialistBridgestone Jun 2006 - Sep 2007Nashville, Tn And Dallas, Tx- Serviced 277 points of sale/clients in 8 states- Built and maintained lasting relationships with points of sale/clients
Michael C. Grannis, Cfp®, Chfc® Skills
Michael C. Grannis, Cfp®, Chfc® Education Details
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San Diego State University-California State UniversityBusiness Administration
Frequently Asked Questions about Michael C. Grannis, Cfp®, Chfc®
What company does Michael C. Grannis, Cfp®, Chfc® work for?
Michael C. Grannis, Cfp®, Chfc® works for Wells Fargo Advisors
What is Michael C. Grannis, Cfp®, Chfc®'s role at the current company?
Michael C. Grannis, Cfp®, Chfc®'s current role is Vice President – Senior Wealth Financial Advisor.
What is Michael C. Grannis, Cfp®, Chfc®'s email address?
Michael C. Grannis, Cfp®, Chfc®'s email address is mi****@****ail.com
What schools did Michael C. Grannis, Cfp®, Chfc® attend?
Michael C. Grannis, Cfp®, Chfc® attended San Diego State University-California State University.
What are some of Michael C. Grannis, Cfp®, Chfc®'s interests?
Michael C. Grannis, Cfp®, Chfc® has interest in Poverty Alleviation, Health.
What skills is Michael C. Grannis, Cfp®, Chfc® known for?
Michael C. Grannis, Cfp®, Chfc® has skills like Retirement And Cash Flow Planning Strategies, Financial Strategies, Retirement Savings, Legacy Planning Strategies, Balance Sheet Planning Strategies, Investment Planning Strategies, Relationship Management, Wealth Transfers Strategies, Retirement And Income Planning Strategies, Asset Allocation, Wealth Management Strategies, Financial Services.
Who are Michael C. Grannis, Cfp®, Chfc®'s colleagues?
Michael C. Grannis, Cfp®, Chfc®'s colleagues are Wayne Toennies, Leo Walker, Mark Hines, Daniel Flores, Olivia Lawler, Charles Grummon, 韦覃琛.
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