Thomas J. Grant
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Saratoga Springs, NY, US
- LinkedIn followers
- 500 followers
About Thomas J. Grant
What do we do? How can we help? The value we bring to our clients is difficult to…
Experience
Wealth Management Advisor
Jun 2012 — Present
Northwestern Mutual, founded in 1857, is consistently ranked one of Fortune\'s \"World\'s Most Admired Companies\"(Feb. 2017) and a top 5 independent investment broker-dealer by Financial Planning Magazine (June 2017). The firm holds the highest financial strength ratings of any life insurance company (A++/BEST(highest), Aaa/MOODY\'S(highest), AA+/S&P(second highest) as of Dec 2017.
Education
University at Albany
BA in Rhetoric & Communications
2008 — 2012
The American College of Financial Services
Financial Education for Securities
2012 — 2019
Skills
- Budgeting
- Asset Allocation
- Wealth Accumulation
- College Education Planning
- Financial Planning
- Life Insurance
- Long Term Care Insurance
- Risk Management
- Disability Insurance
- Client Follow-Up
- Securities
- Retirement Planning
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