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Gerald Grant Jr

Speaking in DEIB Strategies for Fundraising: Reaching Diverse Donor Constituencies—the Donor Perspective

Gerald Grant, Jr. has built a strong reputation as a financial planner, priding himself in comprehensive planning for individuals and small businesses. His detailed, methodical approach, learned from his days of being an auditor, really allows him to dissect and understand his clients’ needs.

Gerald started his career with Equitable Advisors in 1995, bringing with him over eleven years of banking experience. Gerald holds an Associate of Arts degree from Miami Dade College and both a Bachelor and Master of Business Administration degree from Florida International University.  He also holds FINRA Series 7, 63, 65, 24, and 26 Securities Registrations and is insurance licensed. Gerald has also been awarded the title of Retirement Planning Specialist by Equitable Advisors after receiving a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania.

Gerald is the author of the book BOLD MOVES to Creating Financial Wealth. Believing education is key to success and financial freedom, Gerald uses this book as a tool to teach his clients the important things they need to know about finances.

Gerald is passionate about giving back and is an active member of the South Florida community.  Gerald serves on the Board of Trustees for Florida International University and both the Board of Directors for the Adrienne Arscht Center for the Performing Arts of Miami-Dade County and the Orange Bowl Foundation.  He is also a member of the Phi Beta Sigma Fraternity, Inc., Theta Rho Sigma Chapter.  Gerald is a past president of the National Association of Insurance and Financial Advisors (NAIFA), Miami-Dade Chapter, and a past president of the Florida International University Alumni Association.  He is also a past board member of the United Way of Miami-Dade, the Everglades Foundation and the Greater Miami Chamber of Commerce.

 

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