Grant Palmer IV, CFP^®, EA

Designations and licenses

Grant is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent with the IRS.

Experience and education

Grant provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Grant worked at Waypoint Wealth Management, where he delivered comprehensive financial planning and wealth management services. His responsibilities included constructing and implementing financial plans, managing and rebalancing client portfolios with a disciplined, tax-efficient approach, leading client meetings, preparing and filing tax returns and supporting a range of client service and relationship management activities.

He also worked at Vanguard, where he provided investment guidance and personalized financial recommendations as part of broader wealth management services.

Grant has a bachelor’s degree in finance from Virginia Tech.

Personal interests

Away from the office, Grant is an avid tennis and golf enthusiast.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.