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Grantham Financial
Todd G Grantham
Wealth Management Advisor|CFP®, ChFC®, CASL®, MSFS, ChSNC®
Your Grantham Financial Team
Pictured from left: Charissa Flint Gowl, Robyn Grantham, Todd Grantham, Liz Mendler & Jeff Michaels
Our Mission:
We are a practice built to serve the professionals in our community by helping them identify their own aspirations and goals. Our team is here to help every client achieve those goals by providing individualized financial plans and life strategies, as well as protections for loved ones.
Our Clients:
- Medical Professionals
- Business owners
- Individuals in or approaching retirement
Jeff Michaels earns CFA® charter
Congratulations to Jeff Michaels for earning his CFA® charter. The CFA® credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. Successful CFA® Program candidates report they spend an average of 1,000 hours, in aggregate, studying for all three levels. He received his certificate during a ceremony in Charlotte on January 15th.
Grantham Financial & Northwestern Mutual Team Wrapped over 14,000 Diapers!
We had a great time wrapping diapers for the diaper bank. Grantham Financial and other Northwestern Mutual teams worked together to wrap 14,000 diapers! We invite other teams and clients to join us next quarter, May 9 from 9-11 to see how many diapers we can wrap! It's always a good time. The staff at the diaper bank shows you the ropes, it's so fun and rewarding! Kids are welcome too!
Charissa is becoming an AWMA
In a little over a year since joining our team, Charissa obtained her life, health, and LTC insurance licenses, as well as her Series 7 and 63. She has now completed all requirements and is waiting for approval to be an Associate Wealth Management Advisor. We are so proud of the work she does every day and her professional growth with our team. We can't wait to see what she accomplishes next!
Alex's Lemonade Stand Foundation
Jeff, Madison, and Charissa (and Madison's dog, Nick) walked to raise money for research for Alex's Lemonade Stand Foundation. ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours. Learn more about this amazing organization here.
Making Porch Signs
Grantham Financial works with many local business owners to develop financial plans. Through our planning work, we're able to help them develop an exit strategy, attract and retain top talent through employee benefit plans, and balance personal and professional financial goals. Our team is committed to supporting local businesses, even when we do social events. We had a fun evening painting porch signs at AR Workshop, a local Durham business.
Diaper Bank of NC
Our team visits the NC Diaper Bank quarterly to wrap diapers for distribution to the community. This time, we recruited some other people from our office, and the 7 of us wrapped 6,000 diapers. This represents a small fraction the 3 million diapers they give out each year. Check out their website and how you can support their amazing work here.
Team Retreat
We're together while we work every day, but once a quarter we take the time to spend intentional time working on the business- and also to have some fun!
Celebrating 30 years!
It's official- as of August 2021, Todd has been working in financial services for 30 years! He has enjoyed every bit of those years, helping clients and friends, although he does miss that hair.
Newest Member of the Grantham Financial Family!
Jeff and his wife, Maggie, welcomed their third daughter on 9/19/2019 at 5:10 pm. We are grateful to add Hattie Elizabeth Michaels to the Grantham Financial family.
T-Lead Program
Jeff has completed the inaugural year of the T-Lead program, a leadership development program for team members in our firm. This program is designed to foster the growth of each member, and the year culminated with a final project focused on improving our office culture. On top of spending valuable time with his family and improving his game on the golf course, Jeff is constantly striving to better himself, his coworkers, and our firm.
