Christopher Grant
Independent Financial Advisor, RJFS - \"I help my Oil & Energy clients in their retirement preparations, crafting income plans that can help grant them the freedom to savor retirement and make the most of life.\"
- Role
- Independent Financial Advisor, Rjfs at Raymond James
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Christopher Grant
I help retirees and pre-retirees turn their life savings into reliable income and…
Experience
Independent Financial Advisor, Rjfs
Nov 2000 — Present
Christopher started his career in the financial services industry in Prior to his financial service career, he held the position of auditor and a microbiology analyst at Alcon Laboratories. Christopher is a graduate of Texas Southern University, a registered investment advisor representative, and a registered representative with Raymond James Financial Services, Inc.He enjoys searching for ways to help his clients preserve income, protect assets, and mitigate risk of market declines. Chris works with individuals and families. Also as part of his practice he focuses on the needs of pharmaceutical sales managers, refinery workers, and business owners. When assisting his clients or potential clients, he first identifies issues standing in the way of any goals, reviews current financial situation, and then gives an idea of what services may be needed. The next steps are to tie their investments to their plan, provide an outline of current financial picture to give a clearer understanding of their finances ultimately so the client can free up time and focus on what is important to them.The final series of steps may include working with their CPA and Attorney if needed, followed by an insurance review. Christopher will provide performance updates, create a plan for regular meetings, and update plan as necessary as part of ongoing communication.As an independent professional advisor, he offers each client a personalized financial strategy, not a generic investment program. Clients\' individual portfolios are based on their unique situations, attitudes, preferences and goals. Each plan is designed to withstand change, both in the market and in a client\'s circumstances, so that it can work with and for them at every stage of their life.Securities offered through Raymond James Financial Services, Inc.Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Education
Texas Southern University
BS
Skills
- Financial Services
- Financial Advisory
- Retirement
- Insurance
- Securities
- Investments
- Finance
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