Tom Grava
SVP Wealth Management, Portfolio Manager, Senior Financial Advisor at Merrill Lynch
- Role
- Senior Vice President-investments at Merrill Lynch
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tom Grava
Helping people for what\'s really important in life
Experience
Senior Vice President-investments
Aug 1997 — Present · Seattle, WA, US
Education
NAPA National Association of Plan Advisors
CPFA, Retirement plans
2018
College for Financial Planning
Certified retirement planning counselor, Retirement plans,
2015
Washington State University
BA, Business, History
1986 — 1991
Skills
- Series 65
- Rafa
- Management
- Investments
- Financial Services
- 401k
- Retirement
- Strategic Financial Planning
- Securities
- Investment Strategies
- Alternative Investments
- Estate Planning
- Financial Advisory
- Portfolio Manager
- Series 7
- Retirement Planning
- Finra
- Asset Allocation
- Mutual Funds
- Wealth Management
- Crpc
- Asset Management
- Equities
- Portfolio Management
- Asset Managment
- Investment Advisory
- Series 63
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