PROFESSIONAL PROFILE
Grant Lordan is committed to providing clients with the finest customized approach to financial and investment strategies. Grant’s philosophy is based on building lasting relationships with each client to provide outstanding guidance and service as life situations change.
Grant advises clients on wealth accumulation, preservation and transfer through creating individual strategies utilizing a defined process. Together with specialists in different areas of experience, Grant offers clients a wide range of services, including: portfolio development, education plans, liability management, retirement plans, tax minimization, and asset protection with a specific emphasis of helping to assure a lifetime retirement income stream.
Merrill Lynch’s strengths allow Grant to deliver all of the resources of the most complete financial services firm along with his dedicated personal service.
Grant began his career in financial services in 2009 joining Merrill Lynch in Missoula, MT. Grant is a Northwest native who graduated from the University of Montana in 2008 with a degree in Political Science. Grant was a member of the Sigma Nu fraternity and continues involvement with chapter alumni.