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Grant T
Series 66
Scottsdale, AZ
Simplicity wealth
Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.
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