Andrew Grant is a financial advisor at WealthBridge Capital Management, building productive personal relationships with clients and their families. He specializes in custom financial planning for business owners, corporate executives, athletes, and high net worth individuals. Andrew enjoys providing comprehensive guidance and exceptional client service.
Prior to joining WealthBridge, Andrew was at Morgan Stanley for five years. Previously, he worked at UBS Financial Services. He earned his Bachelor of Arts in finance from Otterbein University and holds Series 7, 31, 63, 65, and insurance licenses. Andrew serves as adjunct faculty at Otterbein University, where he teaches financial basics, Social Security, and taxes at Otterbein as part of the university’s Financial Strategies for Successful Retirement course.
My Personal Side
On the Personal Side
A native of Dayton, Andrew resides in Westerville, Ohio with his wife and two children. The family also includes two dogs and a bunny.
Andrew is an avid golfer. He’s also a diehard sports fan who roots for Ohio State and all Cleveland’s sports teams. Andrew enjoys working out and he and his wife ran a 10K to raise money for Racing for Orphans with Down Syndrome (RODS) and plan to do more races. He is also a volunteer for his kids’ sports teams and Mid-Ohio Foodbank.
Fun Facts About Andrew
Andrew is not the biggest fan of open water. But meeting other challenges is no sweat for him. He learned performance under pressure way back when he was state champion football kicker!
My Professional Side