< Back To Search Results

CALL : (704) 759-9060

Dan Grover, CFP®, CPA/PFS, CWS®, CKA®

Sr. Private Wealth Advisor
Charlotte, NC

Dan Grover is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Charlotte, North Carolina.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Dan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Dan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to his affiliation with the company, he worked as a tax-consulting manager with Ernst & Young, LLP.

Dan graduated cum laude from Clemson University with a B.S. in Financial Management. He received his Master of Professional Accounting (Tax Specialty) from Clemson in 1990. Dan is also a Personal Financial Specialist (PFS), a Certified Wealth Strategist® (CWS®), and a Certified Kingdom Advisor® (CKA®).

Active in his community, Dan is a member of the North Carolina Association of CPAs (NCACPA). Dan also serves on the board of directors for Good Place Holdings, Inc. and Water Mission.

He and his wife, Nancy, have two children and live in Charlotte, North Carolina.


Copyright 2020 RonaldBlueTrust