Grant R. Milner, CFA®
Chief Investment Officer / Investment Advisor Representative
I am a passionate advocate for prudent investing and a firm believer in the transformative power of finance. Since 2008, I have proudly served as an investment advisor representative for G. DeWayne McAnally, LLC, where I currently serve as Chief Investment Officer. In this role, I am responsible for guiding investment strategies that help our team in making pivotal decisions that shape our organization's financial future.
Throughout my professional journey, I feel extremely grateful to have attained the esteemed Chartered Financial Analyst (CFA®) designation, an emblem of expertise and integrity that aligns perfectly with my investment philosophy. With over a decade of experience navigating the complexities of the financial markets, I am committed to continuously honing my skills, staying up on economic trends, and exploring new investment frontiers.
Our approach to investment management is rooted in a rigorous analysis of market dynamics, prudent risk management, and a steadfast dedication to long-term wealth preservation and growth. I am a firm believer in the power of diversification, asset allocation, and tactical portfolio adjustments to achieve optimal results for our investors.
The dynamic and evolving nature of the financial landscape excites me, and I am constantly seeking opportunities to expand my knowledge and reinforce my commitment to delivering superior investment outcomes. I am honored to be a part of a team of dedicated professionals who share my vision of financial excellence and are united in our pursuit of helping our clients achieve their financial aspirations.
I’m a dedicated husband and father of two amazing sons who keep me on my toes. As a family we love spending time outdoors. Whether it's fishing, mountain biking, or simply hiking through the woods I’m always up for an adventure, and I'm always looking for new ways to challenge myself. I believe that life is too short to stay indoors, so I try to get outside as much as possible. In the great outdoors, we find peace, inspiration, and a profound appreciation for the wonders of the natural world.