Grant Edmunds is an Advisor with Compardo, Wienstroer & Janes (CWJ), who believes that financial planning provides an excellent opportunity to impact people’s lives positively.
After graduating from Kansas State University with a Bachelor of Science degree in Finance with an emphasis in Financial Services, Grant spent six years as an Advisor with a financial advisory firm in Kansas City, his hometown. In 2018, he and his wife Miranda relocated to St. Louis after Miranda accepted a position as a resident physician in pediatrics at St. Louis Children’s Hospital. A mutual acquaintance introduced Grant to CWJ, and he has been an integral part of the team ever since.
Grant identifies his clients’ priorities and devises strategies to help achieve their desired outcomes. He aims to provide comprehensive financial advice while maintaining a personal touch, which he believes is often lacking at larger firms.
With his deep investment knowledge, Grant is well-equipped to serve his clients, and he finds it fulfilling to balance personal connections with the technical aspects of helping them reach their financial goals. As a trusted resource to both his clients and team, he takes great pride in delivering exceptional service. Grant capitalizes on Moneta’s extensive research, advanced technology, and robust back-office support to provide his clients with a tailored, high-touch, and all-encompassing approach to wealth management.
Grant serves clients nationwide from both Moneta’s St. Louis and Kansas City offices. When not working, Grant and Miranda enjoy playing sports, trying new restaurants, and exploring Forest Park with their German Shepherd, Calvin.
EDUCATION
- B.S., Finance, Kansas State University
- CERTIFIED FINANCIAL PLANNER™
PROFESSIONAL DEVELOPMENT
- FINRA Series 65
NEWS & PUBLICATIONS
- Barron’s Advisor – Will the Fed’s Inflation Cure Trigger a Hard Landing?
- Will China’s Evergrande Predicament Affect My Portfolio?
- The ‘one-stop shop’ way for retirement savers to build wealth
- Will the stock market rally continue in the second half of 2023?
