Colin C. Grover
Wealth Mgt. Servant Leader: Growth Focused - Client Experience Obsessed - Fiduciary - FinTech Student
- Role
- Director, Senior Wealth Manager at Lido Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Colin C. Grover
Mr. Grover is passionate about doing what is right for the client and leveraging technology to enhance the client experience. His passion fuels innovation and action on behalf of his clients, from designing risk-adjusted portfolios for conservative investors, partnering with ultra-high net worth families to create virtual family offices, to leveraging MyLido to collaborate with clients beyond the balance sheet.He enjoys being in the service of others. His philosophy is that every client has a life story to tell and he enjoys being in the unique position to hear those stories, learn from those stories, become part of the story, and gain permission to be a trusted advisor.Areas of Expertise:• Wealth Management• Financial Life Planning• Family Dynamics• Tax Strategies & Planning• Estate & Legacy Planning• Wealth Transfer• Risk Management• Asset ProtectionCERTIFIED FINANCIAL PLANNER™Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Experience
Director, Senior Wealth Manager
Jan 2025 — Present · Houston, TX, US
Education
Keene State College
Bachelor's degree, Economics
2002 — 2006
Fairfield University
Certificate in Financial Planning, Financial Planning and Services
2014
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