Grant Watson

Grant Watson
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

10 Franklin Road SE

Suite 500,

Roanoke, VA 24015

About me

Background

Grant Watson launched his career in 2021 with public accounting firm Forvis Mazars LLP in Richmond, Virginia where he worked with high-net-worth individuals and businesses with tax preparation (no longer practicing). Like Drew, he completed the Certified Public Accountant exam and moved back to his hometown, Roanoke, Virginia. Later, he joined The Arney Group of Truist Investment Services Inc. alongside Drew to pursue his passion of guiding clients to help achieve financial well-being.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Accounting, B.S.
Virginia Tech 2021
Finance, B.S.
Virginia Tech 2021

Personal Interests

In his local community, Grant engages by umpiring at baseball and softball games during the spring and summer, showcasing his commitment to giving back and supporting local sports. Additionally, he enjoys playing golf and attending Virginia Tech football and basketball games in his leisure time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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