Grant Andrew Heflin,

CFP® Financial Advisor

Grant Heflin is a Financial Advisor in the Memphis Ridgeway office of Raymond James. Grant believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. As a CERTIFIED FINANCIAL PLANNER professional, his recommendations are made solely in the interest of providing the highest value and benefit to his clients. He strives to help you pursue your financial goals with as much certainty, and as little risk, as possible.

His intention is to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice. He always strives to exceed his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life. If you have a question or concern, he will answer promptly, completely and truthfully. He takes time to explain his recommendations in plain terms, ensuring clients are comfortable with them before putting the ideas into action. His planning-based approach helps to mitigate tax liabilities, successfully address estate issues, and reach your long-term financial goals.

Originally from Memphis, Grant feels that giving back to the community is vitally important. He is heavily involved as a board member of the Make-A-Wish Mid-South Associate Board and also is a current board member of the Rebel Club of Memphis. Grant resides in Memphis with his wife, Kate, and their twin baby daughters, Annie and Hallie.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use