Cfp® Grant Harrison

Financial Advisor - Associate Vice President at Wingrove, Harrison & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC

Grant Harrison is a Certified Financial Planner (CFP®) and an Associate Vice President at Wingrove, Harrison & Associates, part of Ameriprise Financial Services, LLC. He is based in Midvale, Utah, where he provides personalized financial guidance to clients, helping them balance their immediate goals with long-term aspirations.2 3

Professional Background

Certifications: Grant holds multiple professional designations including:
- CFP® (Certified Financial Planner)
- CRPC® (Chartered Retirement Planning Counselor)
- APMA® (Accredited Portfolio Management Advisor).2 3
Experience: His role involves comprehensive financial planning, which encompasses investment management, retirement planning, tax strategies, and estate planning. Grant's approach emphasizes tailored advice to meet the unique needs of his clients.2 3

Education

Grant obtained his education from Brigham Young University, although specific details about his degree are not mentioned in the available sources.3

Personal Attributes

He is recognized for his effective communication skills and ability to engage with clients in a way that fosters trust and understanding.3 His commitment to ethical financial practices and client-centered service is reflected in his professional philosophy.

For more information about his professional journey and services, you can view his LinkedIn profile under the username grantholtharrison.1 3