Grady earned a B.S. in Finance from the University of South Florida and brings over six years of experience in the financial services industry. He has earned his CFP® certification and takes pride in planning for families like yours. Grounded in honesty, integrity, and consistency, he is passionate about continued growth as an advisor and enjoys learning new perspectives—when he’s not designing a custom Plan of Protection™, you’ll find him at the gym, exploring local eats, or catching a good documentary.