Whether he is working with individuals and families, or institutions and endowments, Grier’s goal is for each of his clients to know they have a true financial advocate. He strives to develop a deep understanding of each and ensure that their goals – whatever they may be – are not only met, but exceeded.
A second-generation financial advisor, Grier grew up watching his father positively impact the lives of his clients. It’s what inspired Grier to partner with his own clients to provide comprehensive wealth management services that include financial planning, investment management, risk management and legacy planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, Grier holds one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He is also a member of the Investments & Wealth Institute™ (formerly the Investment Management Consultants Association®), the leading provider of advanced education for investment and wealth management professionals.
Prior to joining Raymond James in 2014, Grier served as a financial advisor with SunTrust Investment Services’ Private Wealth Division, and also as an investment advisor representative at Merrill Lynch. Born and raised in Georgia, Grier earned a bachelor’s degree from Auburn University.
Grier believes in the importance of serving his community and devotes a significant portion of his free time to doing so. At Grace Church Cathedral in Charleston, he serves as a member of the vestry, chair of the planned giving committee, member of the finance committee, and a member of Carolina Grace committee.
Grier is also actively involved with the nonprofit Be A Mentor, a youth development program in North Charleston. In addition, he is a past board member of Charleston Stage and a past board member of the United Way of Coastal Georgia.
Grier and his wife, Jessica, reside in Mt Pleasant with their two sons, Matthew and Bo. When not serving his clients and community, Grier is spending time with his family and is an avid golfer.
Raymond James is not affiliated with the above organizations.
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.
The essence of investment management is the management of risks, not the management of returns.