GRANT ROBINSON

Financial Advisor

With four years of experience in the financial services industry, Grant is passionate about helping clients bring their financial goals to life with clarity and confidence. As an Investment Adviser Representative, he plays an active role in developing tailored wealth plans and engages in discovery meetings to help build strong, trust-based client relationships from day one.

Grant’s approach to financial advising is rooted in care, integrity, and a deep respect for the trust clients place in their advisory team. He takes pride in making clients feel at ease, knowing they have a dedicated team acting in their best interests.

Prior to joining Alloy Wealth in 2025, Grant worked as a financial advisor at TD Wealth where he helped individuals and families identify and pursue meaningful goals through strategic financial planning. He holds a bachelor’s degree in finance and finds fulfillment in learning what matters most to people and helping turn those dreams into tangible outcomes.

Outside the office, Grant is actively involved in his community. He volunteers and raises funds for the Shriners Children’s Hospital in Greenville, and is a member of NewSpring Church. He lives in South Carolina with his wife and daughter. In his free time, he enjoys lifting weights, reading, playing strategy games, and making memories with his family.

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The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.