Robert E. Grant, Jr (Bob) has over 30 years of experience working with clients in all aspects of investment, financial, and tax planning. He is a 1975 graduate of Auburn University with a degree in Accounting, earning his CPA designation in 1979.
After moving to Gulf Shores, AL in 1980, he established his own Accounting and Consulting firm in 1985 which grew over the next decade into one of the largest local CPA firms on the Alabama Gulf Coast. In 2000, he passed his Series 7 & 66 FINRA securities license in order to help serve his clients with their investment and retirement planning needs. In 2014, he retired from is CPA practice and joined his son, Matt, at Grant Wealth Management in order to move into financial planning full time and help his clients with every aspect of their financial lives. With his extensive experience in tax planning and preparation, he provides a unique insight into the numerous investment and retirement options available which will help individuals and families plan for their financial future.
He is actively involved in with the Kiwanis Club of Gulf Shores, Rotary International, The Estate Planning Council of Mobile, and numerous other professional and civic organizations.
Bob is married to Becky Grant, and enjoys spending time with his two children and two grandchildren as well as cheering on his Auburn Tigers!