Get to Know

Grant Douglas

Wealth Management Associate

CFS®, CAS®

Education

Bachelor of Science Degree Finance / University of Delaware

Bio

I joined the KFN team in the Summer of 2021 and have hit the road running. Given the opportunity to pass the Series 7 and Series 66 during my senior year of college, I was shown an early introduction to the Wealth Management industry. Currently, my primary focus is learning how to add value to the firm through the role of a research analyst. I’ve recently decided to pursue the Chartered Financial Analyst (CFA®) designation and I am proud to say that I have completed level 1 of the CFA Program. The CFA designation will help take my skills as an analyst to the next level. I am a University of Delaware graduate with a degree in Finance, accompanied by minors in Economics and International Business. In my free time, I enjoy working out, playing basketball, and hitting the links with friends.

Credentials

Wealth Management Associate

  • Certified Fund Specialist®
  • Certified Annuity Specialist®
  • FINRA Series 7 & 66 Securities Registration

Call(732) 845-1929 Call(908) 578-5189 Email[email protected] LinkedIn Profile LinkedIn

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