Joseph Grund & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Joseph Grund & Associates
Team photo for Joseph Grund & Associates

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Advisors

Advisor photo for Joseph Grund

Joseph Grund

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website
Advisor photo for David Holland

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website


Team

Mando DiBartolomeo

Registered Client Service Associate

Katrina Daley

Client Service Associate