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Michael C. Grannis, CFP®, ChFC®

Regional Corporate Account Specialist

829 followers

Metropolitan Fresno

Connect with Michael C. Grannis, CFP®, ChFC® to Send Message

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Timeline
About me
Senior Wealth Management Banker- Vice President at Wells Fargo Private Bank. NMLSR# 109181.
Education
- San Diego State University-California State University
  2002 - 2006
  Bachelor's Degree Business Administration
Experience
- Bridgestone Americas
  Jun 2006 - Sept 2007
  Regional Corporate Account Specialist
  - Serviced 277 points of sale/clients in 8 states- Built and maintained lasting relationships with points of sale/clients
- Morgan Stanley
  Sept 2007 - Jun 2014
  Financial Advisor
  - Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being
- Merrill Lynch
  Jun 2014 - Jul 2015
  Financial Advisor
  - Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being
- Wells Fargo
  Jul 2015 - now
  Vice President, Senior Wealth Management Banker
  As a Senior Wealth Management Banker, Michael specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients.
Licenses & Certifications
- Chartered Financial Consultant® (ChFC®)
  The American College
  Mar 2012
- CERTIFIED FINANCIAL PLANNER® - CFP®
  Certified Financial Planner Board of Standards, Inc.
  Feb 2011