Joseph Grant

Vice President, Senior Financial Advisor

50 Chestnut Ridge Road
Montvale, NJ 07645
201.573.4515
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We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Me
Welcome

Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.

Meet Our Professional Staff
Peyton Steitz
Registered Wealth Management Client Associate
201.573.4523
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Sebastian De La Cruz
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Joseph Grant is registered to do business in CA, FL, GA, IA, MA, MI, NC, NJ, NY, PA, RI, SC, TX, VA.