Grant H. Perry, Lead Financial Advisor
Chartered Financial Consultant
Offices Served: Pinehurst; Wilmington
Specialities: Wealth Management; Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Corporate Retirement Plans; Employee Benefits; Business Valuation; Executive Compensation; Business Exit Planning
Grant has been a Financial & Business Planning Advisor since 1983 when he founded Pinehurst Capital in Pinehurst, North Carolina. Grant merged his company with CG Financial Services in March of 2021 and serves as Lead Financial Advisor in the Pinehurst and Wilmington offices.
Grant declined a senatorial appointment to West Point Military Academy at age 17 and chose a business career path at the University of North Carolina in Chapel Hill. He later matriculated to the American College in Bryn Mawr, Pennsylvania where he obtained his Chartered Financial Consultant (ChFC) designation. He is also the original financial columnist for Up & Coming magazine and has hosted the radio show Tee Up Your Retirement since 2011.
Grant is an Elder at Community Presbyterian Church in Pinehurst, NC and serves on the Endowment Committee. Grant has been an avid golfer since age 10 and collects vintage golf clubs and memorabilia. He loves upland bird hunting, training award-winning bird hunting dogs, and enjoys fresh and saltwater fishing.