Jeremy Grant, CFP®

Wealth Advisor

Outline of an envelope icon.
A plain gray background with a light-colored, centered logo consisting of a small circle and a larger lowercase 'i' and 'n'.
Jeremy Grant
A family of five smiling outdoors with trees in the background, dressed casually in light-colored shirts and a denim jacket.

I joined Cornerstone Wealth in 2004 after starting my financial services career with Lincoln Financial Advisors. With a focus on helping pre-retirees and retirees, I specialize in developing strategies for risk management, retirement planning, and investment management, guiding clients toward financial confidence and a secure future.

I hold a Bachelor of Science degree in Finance with a concentration in Financial Management from the University of North Carolina at Charlotte and am a graduate of Queens University in Charlotte. Earning my CERTIFIED FINANCIAL PLANNER™ certification has allowed me to provide comprehensive, goal-oriented solutions tailored to each client’s unique needs.

Outside of work, I’m passionate about building relationships with clients and helping them achieve peace of mind in their financial journeys. Whether crafting detailed plans or offering expert advice, I take pride in being a trusted partner at every stage of life.


Areas of Focus

Education

  • University of North Carolina, Charlotte, NC: BS – Finance/Financial Management

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

  • Securities Exams Passed:

  • Series 7 – General Securities Representative Exam

  • Series 66 – The Uniform Combined State Law Exam

Insurance Licenses:

  • Life, Accident, and Health

  • Long-Term Care and Medicare Supplement

Office Location

Huntersville, NC