Grant Woods
Financial Planning and Investment Support
Grant is a senior at Michigan State University, pursuing a Bachelor’s degree in Finance with a minor in Real Estate. He supports the Planning with Purpose process by leveraging technology to assist lead and associate advisors in bringing clarity and direction to clients’ lives. Motivated by a genuine desire to grow, help others, and serve with excellence, he approaches each day with purpose and a humble spirit.
Outside of work, Grant enjoys spending time with family and friends, strengthening his faith, staying active, and cheering on Michigan State.
Education & Certifications
- Securities Industry Essentials License (SIE)