Grant Gilbert, CFP®, helps high-net-worth families turn complexity into clarity. With nearly a decade of experience in portfolio design, tax-smart investing, and long-term planning, he combines analytical rigor with a goals-based approach to help clients make confident decisions.
A graduate of Wake Forest University with a degree in Chemistry, Grant brings a systems mindset to finance, translating complex data into clear, actionable strategies. He holds Series 6, 7, 63, and 66 licenses and contributes to firm initiatives in investment policy, planning frameworks, and practice development.
Outside the office, Grant is a songwriter and producer whose work spans modern rock musicals and his independent artist project, Nile Ibis. His creative background reinforces the storytelling, empathy, and long-term vision he brings to wealth management.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.