We are thrilled to announce that Grant Jennings has joined Whitaker-Myers Wealth Managers as a Financial Advisor in our Cincinnati, Ohio, office. Grant brings with him an impressive track record of nearly 17 years at Fidelity Investments, where he served as a Director, Retirement Planner and Retirement Relationship Manager. His extensive experience in helping individuals and families plan for their financial futures makes him a valuable addition to our team.
Grant holds the prestigious Certified Financial Planner™ (CFP®) designation, which distinguishes professionals who have met rigorous education, training, and ethical standards. As a CFP®, Grant is well-equipped to provide comprehensive financial planning services, guiding clients through essential areas like retirement, investment strategies, tax planning, estate planning, and more. His holistic approach ensures that clients can build a solid financial foundation to achieve both short-term and long-term goals.
President of Whitaker-Myers Wealth Managers, John-Mark Young, said about Grant, "The quality of any firm is reflected in the quality of the people at the firm. Our team is made up of people who continually amaze me with their dedication and selfless service to their clients, communities, and families. In Grant, we continue that trend of high-character thoroughbreds, as my friend Dave Ramsey refers to them.
On a personal note, Grant is married to his wonderful wife, Lindsey, a dentist in Southern Ohio. Together, they are raising three beautiful children. Family is at the heart of Grant’s personal life, and this focus on family translates into his professional life as well, where he helps his clients secure financial futures for themselves and their loved ones.
In his new role with Whitaker-Myers, Grant will be working closely with Dave Ramsey clients in Cincinnati and Dayton, Ohio along with Lexington, Kentucky. His expertise and alignment with the Ramsey philosophy make him the perfect fit for clients seeking financial peace and guidance. We are excited to see Grant bring his dedication, knowledge, and client-first approach to these communities, where his impact will be significant.
We are truly excited to have Grant Jennings join our team at Whitaker-Myers Wealth Managers. We invite you to join us in welcoming him and look forward to the positive impact he will have on both our team and our clients. Grant can be reached at gjennings@whitakerwealth.com.
Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio
October 7, 2024
John-Mark Young
Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.
Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.
Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.
Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.
