
BIO
Biography: Grant serves as a Relationship Manager for Westminster Financial Securities, Inc. and Westminster Financial Advisory Corp. His duties include portfolio management, investment professional support, and client relationship management. He also sits on the Investment Policy Committee, where he oversees the Industrials sector and participates in security selection as a voting member. Grant joined Westminster in March 2022, just after graduating Magna Cum Laude with a BS in Finance from the University of Cincinnati. He is registered as a Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), Series 52 Municipal Securities Representative), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), as well as his Life, Health, and Annuity insurance license. Outside of his professional life, Grant is passionate about exploring new places, enjoying the outdoors, and spending time with family and friends.
EDUCATION
- BS Finance – University of Cincinnati
Series 7, 66, 24, 4, 52
Life, Health, and Annuity insurance license
CFA Level 1 Candidate
