William Grant
Financial Advisor - Managing Director - Harbor Tides Capital, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor - Managing Director at Ameriprise Financial Services, LLC
- Location
- Marlborough, CT, US
- LinkedIn followers
- 500 followers
About William Grant
What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor - Managing Director
Ameriprise Financial Services, LLC
Nov 2017 — Present · Hartford, CT, US
Harbor Tides Capital - A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC86••••••24
Education
University of Connecticut
Bachelor of Science (B.S.), Finance, Minor in Communication
2014 — 2017
Skills
- Networking
- Customer Relations
- Microsoft Excel
- Research
- Microsoft Office
- Teamwork
- Public Speaking
- Customer Service
- Communication
- Leadership
- Time Management
- Problem Solving
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