Grant Barlow
Client Service Associate at Bogart Wealth
- Role
- Client Service Associate - Advisor Growth Track at Bogart Wealth
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
About Grant Barlow
I am a recent graduate of Virginia Tech with dual Bachelor of Science degrees in Finance, concentration in Corporate, and Financial Planning and Wealth Management from Virginia Tech’s CFP Certification Education track, a CFP Board Registered Program. Currently, I\'m a part of Bogart Wealth\'s Advisor Growth Track program, which specializes in providing aspiring financial advisors with a personalized program to gain holistic knowledge in the financial planning industry. As a part of the first step in the program, I am working on the operations team, engaging in client services and communications to establish an initial relationship with the clients.
Experience
Client Service Associate - Advisor Growth Track
Jun 2025 — Present · McLean, VA, US
Education
Charlotte Latin School
High School Diploma
Virginia Tech - Pamplin College of Business
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
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