Grant McDermott,

Fascinated by the ever-changing investment landscape and the chance to help people make sense of it, Grant joined the financial services industry in 2006. He got his start with Morgan Keegan in Knoxville, TN and later worked in retail banking in Philadelphia, PA. After deciding to return to Tennessee, he rejoined the firm and combined with Raymond James. Grant currently provides a full range of planning and investment services with an emphasis on retirement income planning and asset management.

Grant works to build close, candid relationships with his clients, the kind that result in powerfully personal long-term financial plans. Drawing on some of the most comprehensive resources in the industry, he utilizes what he learns about each client – their investment experience, expectations for returns, and tolerance for risk – with their goals to develop a customized investment portfolio. He then takes the time to explain his recommendations in plain terms, ensuring clients are comfortable with them before putting the ideas into action. From there, he continuously monitors performance and adapts his strategies based on changes in clients’ lives and goals.

A graduate of the University of Tennessee, Grant holds a Bachelor of Business Administration in finance from the Haslam College of Business and is an alumni member of Pi Kappa Alpha. He also earned a Certified Financial Planning certificate from Northwestern University’s School of Professional Studies, which satisfied his prerequisite educational requirement to becoming a CERTIFIED FINANCIAL PLANNER™ professional. You can learn more about the certification and the benefits of working with a CFP® professional on the CFP Board’s website.Grant with his wife, Katie, and family currently call Memphis home living in the Central Gardens neighborhood.

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