D. Grant Walker Email & Phone Number

Grant is the Chief Investment Officer and Vice President of Collegiate Capital Management. He holds degrees in Accounting and Economics from North Carolina State University. Additionally, Grant has been recognized as an Accredited Asset Management Specialist (AAMS) by the College for Financial Planning. He began his career in 1992 as a registered representative of Lincoln Financial Group, where his primary responsibility was working with faculty and staff at UNC-CH and NCSU. He joined Collegiate Capital Management in 1999.Many university employees are unaware of the potential pitfalls and abundant opportunities with the retirement plans offered by their employers. They must be able to evaluate multiple plans with various vendors, hundreds of investment options, sudden and frequent plan changes and a variety of tax implications. This confusing and sometimes overwhelming scenario can greatly benefit from an unbiased management style with specific knowledge of your employer benefits packages. Our independent approach to investment management allows us to form more personalized strategies to meet the needs of each unique client. We accomplish this without the inherent biases found in advisers from some of the larger brokerage outfits.Collegiate Capital Management, Inc. is an SEC-registered investment adviser.Specialties: Retirement Planning, College Planning, Investment Planning, Investment Advice, Income Tax Planning, Insurance PlanningProfile photo by Kristin Oguntoyinbo, KPO Photo.