Financial Advisor and Investment Management Consultant
Grant Williams is the Financial Adviser for Pinnacle Bank Investment Services covering the Scottsdale, Prescott and Flagstaff markets. He has 15 years of industry experience with a certification as a Certified Wealth Strategist. Grant works with individuals, businesses, and high net-worth families to listen to each of their unique situations and put together financial plans that encompass all of their financial goals. He has made a career out of being approachable and great communication with his clients.
Grant has worked in many different roles within the financial industry and is well rounded in regard to looking at client’s whole financial picture. He partners with his clients to build a goal based financial plan to help clients envision their future with confidence so they can enjoy life and retirement. He wants clients to use him as a resource for any financial discussions or needs so he can help navigate and educate clients on possible solutions.
Grant was born in the mountains of Colorado and grew up in the town of Fort Collins. He went to school at the University of Kansas for 3 years and finished at University of Louisville. He played baseball at both universities and for a couple years after that. Baseball brought him out to Arizona and once finished, decided to stay. He now lives in Phoenix with his wife Sarah and two boys Tate and Burke. In his free time Grant enjoys running, exercising, playing golf and watching his sons play sports.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 2Membership is based on prior fiscal year production. Re-qualification is required annually. 3The University of Northern Colorado Alumni Association honors outstanding alumni and friends, who are selected by the Alumni Association Board, whose service and achievements embody the university’s tradition of excellence. 4To compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. on the list are scored by (6) variable assets under management, trailing-12-month production, percentage increase in AUM from previous year; percentage increase in T-12 production, amount of fee based business and ration of production per AUM.