Dan Grover, CFP®, CPA/PFS, CWS®, CKA®
Sr. Private Wealth Advisor, Partner
Charlotte, NC
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Services Offered
Dan Grover is a senior private wealth advisor for the Private Wealth division and partner of Ronald Blue Trust. He enjoys helping individuals, families, and businesses apply biblical principles so they can make wise financial decisions that enrich their lives. For Dan, having clients trust him with something so important is one of the best feelings in the world.
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 BS in financial management. He received his master’s degree in professional accounting (tax specialty) from Clemson in 1990. Dan is also a CERTIFIED FINANCIAL PLANNERTM (CFP®), Personal Financial Specialist (PFS), a Certified Wealth Strategist® (CWS®), and a Certified Kingdom Advisor® (CKA®).
Active in his community, Dan serves on the board of directors for Water Mission.
He and his wife, Nancy, live in Marvin, North Carolina.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.