Grant Stucki, CFP®

Senior Financial Planner at Warwick Partners
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
College Station, Texas, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Dec, 2017
    - Nov, 2024

Experience

  • Warwick Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • Oct 2020 - Present

      Warwick Partners is a fee-only comprehensive financial planning and wealth management firm, founded in 1979, consisting of a team of energetic, high-performing professionals focused on the delivery of comprehensive, ongoing, conflict-free financial advice. We are ferocious client advocates, tending to all of the financial details for the families we serve. Warwick Partners is a fee-only comprehensive financial planning and wealth management firm, founded in 1979, consisting of a team of energetic, high-performing professionals focused on the delivery of comprehensive, ongoing, conflict-free financial advice. We are ferocious client advocates, tending to all of the financial details for the families we serve.

  • Bogart Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President - Financial Advisor
      • Jan 2018 - Oct 2020

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Advisor
      • Feb 2016 - Dec 2017

    • Branch Manager
      • 2015 - Feb 2016

    • Private Client Banker
      • 2014 - Feb 2015

    • Licensed Relationship Banker
      • Jan 2011 - 2014

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • May 2009 - Oct 2010

  • Center for Community Health Development
    • Website Devlopment/Editor
      • Oct 2007 - May 2010

      Collaborated with a team of individuals from various departments to analyze website information unique to each component in order to personally make frequent updates and changes to two websites Collaborated with a team of individuals from various departments to analyze website information unique to each component in order to personally make frequent updates and changes to two websites

  • Walton Ranch
    • Hunting Guide
      • Oct 2007 - Mar 2010

      Led and instructed groups of 4 to 6 individuals on hunter safety while maintaining customer relationships through exceptional communication Led and instructed groups of 4 to 6 individuals on hunter safety while maintaining customer relationships through exceptional communication

Education

  • Texas A&M University
    Bachelor's of Science, Industrial Distribution
    2006 - 2010

Community

You need to have a working account to view this content. Click here to join now