Broker Check
Matt Grant

Matt Grant

Founding Partner

Robert M. "Matt" Grant is an experienced financial planning professional, having practiced for more than a decade in the field of financial planning where he has helped his clients design and execute investment, risk management, and estate planning strategies.

A 2001 graduate of Gulf Shores High School, he attended Auburn University where he earned a B.S. degree in Accounting.  Upon graduation, Mr. Grant was hired at First Protective Insurance Group in Birmingham, AL where he obtained his Series 7, 24, and 66 Securities Licenses along with his Life and Health License.  In addition, he also obtained the designation of Chartered Life Underwriter through the American College which is only attained by completing eight professional courses on investments, insurance, and estate planning.  

He is actively involved with Kiwanis Club of Gulf Shores, the Lower Alabama chapter of the Coastal Conservation Association, Coastal Alabama Business Chamber Board of Directors, and is also a member of the Estate Planning Council of Mobile Board of Directors.

Matt is married to Allison Grant, a Registered Dietitian at USA Children's & Women's hospital located in Mobile, AL.  They have two children (Anne Pavey and Robert) and enjoy going out on the boat or to the beach with friends and family.