The Granzow Consulting Group of Wells Fargo Advisors

Charlotte, United States

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Description

Specialties

Financial Advisor, Investment Advisor, Wealth Management, Certified Financial Planner, Financial Planning, Retirement & Pension Planning, Money Management, Inheritance & Estate Planning, Wealth Management, Life Insurance, Foundations & Endowments, Retirement Investments

History

Established in 2002.

The Granzow Consulting Group of Wells Fargo Advisors provides comprehensive services for building wealth for high net worth individuals, foundations & endowments and corporate retirement plans. Our approach is proactive, strategic, and customized specifically to meet your goals and objectives. Whether for individuals, endowments, or corporations, our advisors provide a studied and responsive approach to implementing an integrated investment strategy through customized portfolio management.

Meet the Business Owner

John G.

Business Owner

John has thirty years of experience providing consulting services to families and institutions including foundations, endowments, and retirement plans. Prior to serving as Managing Director– Investments for the Granzow Consulting Group of Wells Fargo Advisors, John spent four years as President and Co-​Founder of Captrust Financial Advisors, a national consulting and brokerage firm. He also served as Director of Wachovia Securities Consulting Services Group for six years. Before Wells Fargo Advisors, John served as a Director of the Managed Accounts Group for Paine Webber and started his career as an analyst with E.F. Hutton & Company.

John graduated from Western Michigan University with a Bachelor of Science degree in Finance. A firm believer in the value of education and staying abreast of industry trends, John is a graduate of the University of Pennsylvania, Wharton School of Business Securities.