Joseph Grund & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Joseph Grund

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website

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