Jeremy Grant, CFP®

Wealth Advisor, Partner
Jeremy Grant

Jeremy joined Cornerstone Wealth in 2004 after beginning his career a year earlier with Lincoln Financial Advisors. He focuses on developing risk management, investment and retirement planning strategies for pre-retirees and retirees.

He graduated from the University of North Carolina in Charlotte, earning a Bachelor of Science degree in Finance with a concentration in Financial Management. Jeremy is a graduate of Queens University in Charlotte. After graduation he is a CERTIFIED FINANCIAL PLANNER™.  

Areas of Focus

  • Retirement Plan Design

  • Comprehensive Financial Planning

  • Risk Management

  • Investment Management

  • Budgeting/Cash Flow Analysis

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