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Grant D

Series 66

Addison, TX

Fidelity

Grant Deacon is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently focuses on helping executives optimize their company benefits and align them with their long-term financial goals. Grant’s role involves providing tailored financial guidance supported by Fidelity's resources to empower clients in making informed decisions for lasting financial wellness. Grant has held several positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2024 and Launch Associate from 2021 to 2022. Prior to his current role, he also served as a Vice President Merrill Financial Solutions Advisor at Merrill Lynch in 2023. This progression reflects his experience in benefits planning and workplace financial consulting. Outside of his professional work, Grant enjoys activities such as fitness, golf, movies, running, and traveling.

Exec comp design Liquidity event planning Startup equity planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Executive
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