Gregg Brant, CFP®

Family Wealth Advisor at Atlantic Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Jupiter, Florida, United States, US
Skills

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Bio

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Credentials

  • Series 66
    Finra Corp.
    Oct, 2013
    - Sep, 2024
  • Series 7
    Finra Corp.
    Oct, 2013
    - Sep, 2024
  • CFP
    CFP Board
    Aug, 2013
    - Sep, 2024

Experience

  • Atlantic Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Family Wealth Advisor
      • 2019 - Present

      Atlantic Wealth Partners provides dynamic, easily understood and actionable recommendations, based on a thorough evaluation of your personal situation and objectives. We bring every good option to the table. Atlantic Wealth Partners is not an agent of any third-party individual or entity. Truly independent, our responsibility is to you and the good standing of this partnership. By understanding your objectives and the changing circumstances of your life, Atlantic Wealth Partners remains proactive and strategic, logically evolving our approach. By consistently transferring knowledge about our process and reasoning, we position you to better inform our success. Show less

  • J.P. Morgan Securities
    • Investment Banking
    • 1 - 100 Employee
    • Financial Advisor
      • 2018 - 2019
  • Ameriprise Financial Services, Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Planning Specialist
      • 2017 - 2018
  • Bernstein Global Wealth Management
    • Senior Private Client Associate
      • 2014 - 2017
  • Evershore Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • 2013 - 2014
  • PNC
    • Travel Arrangements
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Feb 2009 - Jan 2013

Education

  • Duquesne University
    Executive Certificate in Financial Planning
    2012 - 2013
  • Robert Morris University
    MBA, Business
    2011 - 2012
  • Robert Morris University
    B.S., Financial Mathematics

Community

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