Wealth Management

William E. Grant, CFP®

Associate Wealth Planner

  • Industry Start

    2016

  • Education

    Miami University, BS

Will partners with Senior Wealth Advisors to provide wealth management and financial planning services to help clients achieve their goals. Will values educating and empowering his clients to make informed decisions based on their specific situations. He has comprehensive experience in retirement planning, investment management, tax planning, and estate planning focused on high-net-worth individuals.

Prior to joining Kovitz, he served as an Associate Financial Advisor at BCU Wealth Advisors, LLC. Will is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science degree in Finance from Miami University. In his spare time, Will is a competitive triathlete and an active supporter of the Evans Scholarship Foundation, which he was a recipient of.