Granville has over 11 years of experience in the financial services industry and he began his practice at Merrill in 2022. Before joining Merrill Granville spent six years as an Assistant Vice President with PNC Investments where he built a financial practice in Charlotte, NC.
His Focus offers a comprehensive approach to managing wealth that begins with understanding a clients needs. He then ensures every strategy is grounded in that understanding. Granville is driven to deliver an exceptional service experience for each client by helping them pursue their objectives with integrity.
Granville studied investment planning at, "The College of Financial Planning", where he obtained is CRPC designation. He also studied for the Certification for Investment Management Analysts at Yale. Though he is a Charlotte native he currently resides in Concord, NC with his new wife Ahlivia and their two "bruisers" for dogs, Titan & Raleigh. They are also active members of their church and avid volunteers for causes near and dear to them.
General Information |
| Insurance License#: | 17456310 |
| States Licensed in: | All 50 states |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Wells Fargo bank Business Banking 2012-2014 Vanguard : Client Relationship Specialist (Business Development Group) 2014-2015 LPL Financial: Advisor Backoffice 2015 Wells Fargo Advisors: Investment Resource Consultant 2015-2017 PNC Investments: Sr Financial Advisor 2017-2022 Merrill Lynch Wealth Management: VP Wealth Management Advisor 2022-Present |
| Work with the following types of clients: | Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Variable Life |
Firm Information |
| Advisor's Number of Clients: | 10 |
| Advisor's Number of Managed Clients: | 9 |
| Advisor's Number of Planning Clients: | 10 |
| Assets Managed by Advisor: | $3,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Commissions, Based on Assets, Flat Fee |
| Fee % Based on Assets: | 1%-1.25% |
| Minimum Fee Charged for Managed Accounts: | 1% |
| Minimum Fee Charged for Hourly Planning Accounts: | 0 |
Financial Services |
| Retirement Planning
The Center of my practice is goal planning, all my clients will receive a full financial plan |
| 401K Rollovers
I am an expert in the rollover process, making it and labor free and smooth as possible for the client |
| Wealth Management
My team and I are able to manage more than just investments, we offer Banking, Estate Planning, tax burden management, Family office services, lending (Traditional and other)...ETC |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1891417/wiseradvisor-merrill-lynch-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| North Carolina, South Carolina, PA, Ohio, Alabama (Birmingham) Dallas, Forth, Florida, Georgia |
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