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Financial Planner

Randi K. Grant -

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	rgrant@provwealth.com Download VCard

	Experience :
	Randi is a director of Provenance Wealth Advisors and a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ and Personal Financial Specialist. She also is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services through Walnut Street Securities, Inc., Member FINRA, SIPC. She is securities licensed in Florida. With twenty years of experience, Randi provides tax planning for individuals and closely-held companies and represents clients in connection with IRS matters. Randi’s professional memberships include: the American Instititute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, where she serves as the Chair of the Personal Financial Planning Committees. Randi served as the first woman on the State Board of Administration’s Investment Advisory Council. Randi received a Bachelor of Science in Accounting and Management from Ithaca College in New York and a Master’s Degree in Taxation from Florida International University.

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Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation