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Our financial advice team


Billy Grant, Financial Advisor serving the Hartford, CT area - Ameriprise Advisors

Billy Grant

CFP®, APMA, CRPC

Financial Advisor

Vice President
Harbor Tides Capital
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7 and 66 License
  • Life Insurance; Accident; Health or Sickness; Variable License

Education

  • University of Connecticut, Bachelor of Science, 2017

Awards & recognition

  • Harbor Tides Capital, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Harbor Tides Capital, Ameriprise Client Experience Award, 2020 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • AdvisorHub Fast Growing Advisors to Watch, 2023

Professional associations

  • West Hartford Chamber of Commerce
  • Connecticut Restaurant Association
  • WeHa Synergy BNI
  • FLOW - Future Leaders of West Hartford
  • HYPE - Hartford Young Professionals Group
  • HYPE Community Involvement Committee
  • CT Entrepreneur Awards

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Lets Grab Lunch Treasurer
  • No Kid Hungry - Share Our Strength
  • Hartford Young Professionals Community Involvement Committee
  • CT FoodShare Turkey Drive
  • The Connecticut Children's Hospital

Interests

Born and raised in Connecticut, I reside in Cromwell with my wife, Ariana and mini golden doodle Harper! I grew up working in my families’ local restaurants (Bricco and Bricco Trattoria) where I found my passion for working in the community and delivering exceptional service.
I went on to graduate first in my class from the University of Connecticut with a BS in Finance. Go Huskies!
In my free time I enjoy giving back to the community, travel, golf, skilling, and trying new restaurants and flavors with my family and friends. My clients are my family and I take great pride in helping then achieve their dreams!

Honored to be recognized in Forbes

I’m excited to share that Harbor Tides Capital has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.