105A Newtown Rd
Grant Ulrick is a partner and Wealth Advisor with Stratos Wealth Partners, with offices located in Connecticut and Scottsdale, Arizona. Grant spent the last 15 years at Wells Fargo Advisors, and its predecessors. 2 ½ years with Webster Investments and 2 ½ years with Prudential Financial. Prior to that, Grant owned and operated an insurance claims business for 8 years. Grant has placed an emphasis on improving his client's financial condition, and helping them to pursue their financial goals while focusing on risk management techniques that seek to reduce volatility and reduce stress in their lives.
Grant earned a CLU designation and the CFP® designation. He holds several industry registrations including; Series 7, 9 and 10, 63 through LPL Financial and 65 through Stratos Wealth Partners. His main areas of concentration are Retirement Planning, Income Maximization, Investment Management,Post-Divorce Planning, Insurance, and Philanthropic Giving. Whether you are looking to Grow, Manage,or Pass-on wealth, Grant may be a good fit for you.
Grant grew up in Massa'chusetts, married, and had 3 children while residing in Glastonbury, CT. After adifficult divorce, He decided to add a focus to help people regain their lives after divorce. Grant and hiswife, Donna, have been married 11 years and have second home in Arizona. They are actively involved in the community donating to several causes in both CT and AZ. Grant currently sits on the board of Directors of the Masonic Charity Foundation in CT. Grant is a member of the Financial Planning Association, and the Financial Service Professionals organizations, and, from 2012-2014 was awarded the Five Star Professional award for Wealth Management.*
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.