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John G

CFP®, Series 63, Series 65

Oakhurst, NJ

Raymond James Financial

John Grande is a CFP® professional with 30 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for five years. Prior to this, he held positions at firms including Wells Fargo Advisors and Cetera Advisor Networks. He is also Vice President of Grande Financial Services, Inc., a company he has been involved with since 1995 in a supervisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to assist clients in decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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John G

CFP®, Series 63, Series 65

Oakhurst, NJ

Raymond James Financial

John Grande Jr. is a CFP® professional with 44 years of industry experience, currently serving as an advisor at Raymond James Financial. He has previously worked at Cetera Advisor Networks, Summit Financial Group, and Wells Fargo Advisors. He is also the owner of Grande Financial Services, Inc., a support company he has maintained since 1986. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Waltraud G

CFP®, Series 63, Series 65

Oakhurst, NJ

Raymond James Financial

Waltraud Grande is a CFP® with 44 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2021. Her prior experience includes roles at Cetera Advisor Networks, Summit Financial Group, Wells Fargo Advisors, and operating Grande Financial Services, Inc. for over three decades. Grande is a part owner of Grande Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work, distinguishing it within the institutional advisor category.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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