Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I began my advisory services career here in Wilmington in 2012 after spending eight years in New York City working in Institutional Finance with major financial firms including Lehman Brothers and Royal Bank of Scotland as well as the multi-strategy hedge fund, James Caird Asset Management.
I received my BS.BA in Finance from the Alfred Lerner School of Business and Economics at the University of Delaware. I grew up in Wilmington, DE and now resides in Wilmington, NC since 2012. I am also the grandson of the late famed stock market analyst and author, Joseph E. Granville.
As an active and enthusiastic member of the Wilmington community, both personally and professionally, I volunteer with the Brigade Boys and Girls Club, where I am a member of the Committee of Rising Professionals. I am also a board member of the Temple of Israel in Wilmington.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Retirement Income Planning
- Business Owners
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
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