Sammy Grant
Independent financial advisor, wealth manager, dad, endurance athlete
- Role
- Senior Wealth Advisor, Shareholder at HB Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sammy Grant
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only…
Experience
Senior Wealth Advisor, Shareholder
Jan 2021 — Present · Sandy Springs, GA, US
Skills
- Trusts
- High Net Worth Individuals
- Charitable Gift Planning
- Triathlon
- Wealth Management Services
- Personal Financial Planning
- Strategic Financial Planning
- Personal Tax Planning
- Asset Management
- Investment Strategies
- Portfolio Management
- Asset Managment
- Management
- Estate Tax Planning
- Due Diligence
- Financial Planners
- 401k
- Investments
- Finance
- Certified Financial Planner
- Financial Analysis
- Asset Allocation
- Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
- Strategic Planning
- Estate Planning
- Investment Advisory
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