Grant Gilbert Bio Image
Grant D. Gilbert, CFP® Investment Portfolio Associate

A graduate of Wake Forest University with a degree in Chemistry, Grant studied the building blocks of our world as a pre-med student. He then discovered his analytical prowess, business acumen and people skills were well suited for a career in finance, where he could focus on an individual’s financial wellbeing. Grant holds Series 6, 7, 63 and 66 financial licenses and is a CFP® professional. He brings a depth of knowledge in relationship management, personal finance, and financial stewardship to his role at Nelson Wealth Managers.

In his spare time, Grant writes and produces music for himself and other artists, with his recent release of ‘Nyla Fairway’ streaming on music platforms. He enjoys reading, exercising, and spending time with his family.

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.