GRANT WEALTH MANAGEMENT - Key Persons
Job Titles:
- Registered Dietitian at USA Children
Job Titles:
- Director of First Impressions
Ann Tobias has worked in the financial services industry since 2008 and brings a wealth of experience and professionalism to our team at Grant Wealth Management. As our Director of First Impressions, she focuses that knowledge into the day to day operations of our firm to make sure our clients receive the personalized service they've come to expect from our team.
Ann and her husband, Rick, reside in Mobile. They have four grandchildren and are members of Moffett Road Baptist Church.
Robert M. "Matt" Grant, is an experienced financial professional with nearly a decade of experience in the financial planning community. Call or email him today!
A 2001 graduate of Gulf Shores High School, he attended Auburn University where he earned a B.S. degree in Accounting. Upon graduation, Mr. Grant was hired at First Protective Insurance Group in Birmingham, AL where he obtained his Series 7, 24, and 66 Securities Licenses along with his Life and Health License. In addition, he also obtained the designation of Chartered Life Underwriter through the American College which is only attained by completing eight professional courses on investments, insurance, and estate planning.
He is actively involved with Kiwanis Club of Gulf Shores, the Lower Alabama chapter of the Coastal Conservation Association, Coastal Alabama Business Chamber Board of Directors, and is also a member of the Estate Planning Council of Mobile Board of Directors.
Matt is married to Allison Grant, a Registered Dietitian at USA Children's & Women's hospital located in Mobile, AL. They have two children (Anne Pavey and Robert) and enjoy going out on the boat or to the beach with friends and family.
Robert E. Grant, Jr (Bob) has over 30 years of experience working with clients in all aspects of investment, financial, and tax planning. He is a 1975 graduate of Auburn University with a degree in Accounting, earning his CPA designation in 1979.
After moving to Gulf Shores, AL in 1980, he established his own Accounting and Consulting firm in 1985 which grew over the next decade into one of the largest local CPA firms on the Alabama Gulf Coast. In 2000, he passed his Series 7 & 66 FINRA securities license in order to help serve his clients with their investment and retirement planning needs. In 2014, he retired from is CPA practice and joined his son, Matt, at Grant Wealth Management in order to move into financial planning full time and help his clients with every aspect of their financial lives. With his extensive experience in tax planning and preparation, he provides a unique insight into the numerous investment and retirement options available which will help individuals and families plan for their financial future.
He is actively involved in with the Kiwanis Club of Gulf Shores, Rotary International, The Estate Planning Council of Mobile, and numerous other professional and civic organizations.
Bob is married to Becky Grant, and enjoys spending time with his two children and two grandchildren as well as cheering on his Auburn Tigers!