Tom Grant

Tom Grant


After studying business in college, Tom began his career in the financial services industry and, from the beginning, has specialized in holistic financial planning. Discovering the diverse needs of his clients, he partners with a wide range of financial specialists to ensure that his clients are receiving the highest level of service.

Tom holds the Certified Financial Planner® designation, as well as Series7 and 65 registrations and is licensed to sell life insurance. As part of the holistic process, Tom will also analyze clients’ life, health, home and auto insurance to ensure there are no blind spots or gaps in coverage  

Tom and his wife Rosemary have been married since 1989 and have two grown children. An avid runner, Tom regularly supports local charities by running in 5K, 10K and Half Marathons, as well as having created the National Student Nurse Scholarship in 2012. Community service has also been very important to Tom, having gone on missions to New Orleans and South Jersey for storm relief efforts for Hurricane Katrina and Super Storm Sandy, respectively. Tom was even recognized by Chris Christie, then Governor of New Jersey, for his service to storm relief efforts.