J. Grant Caldwell, CFP®, CLU, Consultant

J. Grant Caldwell, CFP®, CLU, Consultant

Grant began his career in 2002 with a fee based advisory firm in Memphis TN. There he learned both the value of effective planning as well as how quickly the financial landscape can change. Through relationships, he began working with other Advisors by reviewing client’s current portfolios and managing adjustments when appropriate. Grant works with Banks, fee based Advisors, insurance agents, Brokers and individuals. His focus is primarily in Estate and business planning, income planning and impaired risk Underwriting. He graduated from Samford University in 2002. He holds the prestigious Certified Financial Planning designation, as well as being a Chartered Life Underwriter. Grant and his wife Lauren are Chattanooga residents, along with their 3 children.

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