Broker Check

Kevin Grant

Kevin Grant

Kevin Grant is an advisor with Tompkins Financial Advisors. His objective is to thoroughly understand the priorities of his clients, then help them pursue their objectives with simplicity, transparency and a disciplined process to measure their progress. He delivers a comprehensive approach to managing wealth that begins with listening to each person’s needs to ensure that every strategy is grounded in understanding what they hope to achieve. To meet your definitions of wealth and comfort–not industry benchmarks – Kevin aims to generate reliable income streams with the lowest degree of risk required to meet your objectives.

Kevin helps clients pursue their objectives in the following areas: 

• Wealth planning
• Asset allocation and investments
• Retirement plans and services
• Insurance
• Business succession planning
• Trust and estate planning services
• Philanthropic planning and services

Kevin went to Abington High School and graduated from Temple University’s Fox School of Business. Kevin holds his Series 7, Series 63 and Series 65 FINRA registrations, and is licensed as an agent for Life, Accident, Disability and Health Insurance. Additionally, Kevin holds a Chartered Retirement Planning Counselor (CRPC) designation awarded through the College for Financial Planning. 

Kevin lives in Blue Bell, PA and enjoys spending time with his wife Robyn, their son Jackson and their dog and family mascot Baxter.

Education & Certifications

FINRA series 7, 63 and 65
registrations, held through LPL
Financial
Life, Accident, Disability and Health
Insurance license
CRPC Designation

PREVIOUS EXPERIENCE

Merrill Lynch / Bank of America

This website is for informational purposes only and not an offer to buy or sell securities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Wealth Advisors, Tompkins Financial Advisors, and Tompkins Trust Company are not registered broker/dealers and are not affiliated with LPL Financial.

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