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
Customer/Client ServiceView LinkedIn profile

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

  1. Client Service Associate - Advisor Growth Track

    Bogart Wealth

    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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Grant Barlow — Client Service Associate - Advisor Growth Track at Bogart Wealth in Arlington, VA, US | Unifers