Meet The Team

DOUGLAS F. GRANT, CFP ®

Douglas received his Bachelor of Science degree from Saint Peter’s University in business management. Douglas has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner.

Douglas is the Founder and President of Grant Asset Management a wealth management firm which provides financial planning, investment management, and risk management for individuals, along with retirement plan and insurance solutions for business entities. Prior to founding Grant Asset Management, Douglas previously worked in the finance industry as both a Financial Advisor and Financial Analyst at Axa Equitable, Fidelity Investments, and Total Financial Concepts, Inc.

Douglas' Bio

CHARLES C. WEEKS JR., JD, CFP ®

Charles received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting, and his Juris Doctorate from Villanova University School of Law where he focused his studies on Business and Estate planning. Charles has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner.

Charles is the Founder and President of Barrister Wealth Management, LLC, a Pennsylvania and New Jersey Registered Investment Advisor, which provides financial planning, investment management, and risk management for individuals, along with retirement plan and insurance solutions for business entities.

Charles' Bio

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