Vincent Grenier, President, works with a select group of high net worth individuals, business owners and their families to develop and implement financial strategies to manage risk, investments, and personal and business assets. He believes in offering customized financial strategies that address clients' risk tolerance, time horizon, liquidity needs and overall investment goals.
Vincent provides customized financial strategies and asset management for families with special needs loved ones, including; Special Needs Trusts, Pooled Special Needs Trusts, Charitable Trusts, Generational Skipping Trusts and a variety of Family Trusts. He provides full service investment strategies for Personal Injury and Medical Malpractice Awards. He collaborates with attorneys, life care planners and benefits counselors.
Vincent joined Wells Fargo Advisors Financial Network at the beginning of 2013, after working with Merrill Lynch for sixteen years. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He received a Bachelor's Degree from The State University of New York at Albany, a Master's Degree in Social Work from New York University, and a Master's Degree in Psychology from The New School for Social Research.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.