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Grant W
Series 66, Series 65, Series 63
New Braunfels, TX
Guardian Life
Grant Wilson is a financial advisor with Guardian Life, holding Series 66, Series 65, and Series 63 licenses and three years of industry experience. His work history includes roles at Guardian Life and New York Life, as well as experience with Texas Heritage Bank and Mass Mutual. He is the founder of Mission Accounting & Advisory Incorporated, which provides federal income tax preparation and bookkeeping services. Guardian Life operates Park Avenue® Wealth Management, a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital advisory solutions.
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