Joseph Grund & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Advisors

Advisor photo for David Holland

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website
Advisor photo for Joseph Grund

Joseph Grund

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website
Advisor photo for Ben Silberman

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Managing Director
Visit Ben Silberman's website


Team

Lori Fraraccio

Registered Client Service Associate,

Practice Manager