YPN Spotlight: Gerald Grant, Jr., MBA

Posted:  April 25th, 2012 by:  YPN MIami comments:  0
Gerald Grant Jr.

Gerald Grant, Jr. is the Branch Director of Financial Planning of AXA Advisors’ South Forida Branch. He brought to AXA Advisors over eleven years of banking experience. At Citibank he held the position of Branch Vice President and Cluster Manager. Prior to Citibank, Gerald was a Branch Manager with Great Western Bank, where he was named for two consecutive terms “Branch Manager of the Year”. Gerald was also named “Banker of the Year” by the Miami-Dade Urban Bankers Association.

Gerald holds an A.A. degree from Miami Dade College and both Bachelor’s and Master’s degrees in Business Administration from Florida International University. He also holds FINRA Series 7, 63, 65, 24, and 26 Securities Registrations and is insurance licensed. His experience and knowledge are now used to focus on providing estate planning*, wealth accumulation and protection strategies, life insurance, retirement planning*, college funding, and other financial services.

He is an active member of the South Florida community, serving on the foundation board of directors for Florida International University (FIU) and Florida A & M University (FAMU). Gerald served on the United Way Resource Management Committee, is a past President of the National Association of Insurance and Financial Advisors (NAIFA), Miami-Dade Chapter, and a past prestident of the FIU Alumni Association. He serves on the Advisory Board for FIU’s Honors College. Gerald is a member of the Orange Bowl Committee and Phi Beta Sigma Fraternity, Inc.-Theta Rho Sigma Chapter. Gerald is a past recipient of the Community Service Award for AXA Advisors’ Miami/Ft. Lauderdale Branch.

 

EXCEPTIONAL ACCOMPLISHMENTS

Gerald is the author of the book BOLD MOVES to Creating Financial Wealth.

He has been awarded the title of Retirement Planning Specialist by AXA Advisors after receiving a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania.

He was AXA Advisors’ “2005 Regional Honor Associate” and is AXA Advisors’ “2011 National Honor Associate” – The first African-American to win this prestigious award since its inception over seventy years ago.

For his outstanding accomplishments in the Financial Services Industry, Gerald was recently featured in The Miami Times, The Miami Herald and Palmetto Bay News, and has appeared on NBC 6, among other media channels. Legacy Magazine has nominated and selected Gerald as “One of South Florida’s 50 Most Powerful Black Professionals of 2011”.

In March 2011 he was inducted to FIU’s Dr. Martin Luther King, Jr. Hall of Fame and was inducted on May 10, 2011 to the Miami-Dade College (MDC) Hall of Fame.

Gerald was appointed as Trustee of Florida International University by the Board of Governors.

Gerald lives in Palmetto Bay with his wife, Jennifer, and their two children, Jasmin and Gerald III.

 

* Using life insurance and other financial products

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