Kevin R. Grant
Kevin Grant is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Conshohocken, PA. He has a proven track record of helping accomplished individuals, business owners and non-profit leaders simplify their financial lives and become better stewards of their resources for their families and communities. His approach to managing wealth begins with listening intently to his client’s needs to ensure that every strategy is grounded in a deep understanding of what each client wants to achieve. To aid him in addressing their often-dynamic situations, he leads a dedicated team of specialists adept at addressing the challenges unique to high net worth individuals and organizations. The team brings deep experience in wealth management, investment management, philanthropic guidance, trust and estate planning services, and customized credit and lending solutions to each client.
Kevin developed a passion for helping his clients pursue their financial objectives early in his career while growing up working with his family’s firm in suburban Philadelphia. He joined Bank of America/Merrill Lynch in 2012 and spent the following 12 years in senior advisory roles for Merrill and Tompkins Trust Company.
Kevin graduated from Temple University’s Fox School of Business in 2006. He is also licensed as an agent for Life, Accident, Disability and Health Insurance. Additionally, Kevin holds a Chartered Retirement Planning Counselor (CRPC) designation awarded through the College for Financial Planning.
Active in his community, Kevin currently serves on the board for Habitat for Humanity in Montgomery County, PA. He has also served as board member for Keiyo Soy Ministries, Friends of Wissahickon in Philadelphia and as a finance committee member for Squash Smarts in Philadelphia.
Kevin lives in Blue Bell, PA and enjoys adventures with his wife, two sons, and their dog and family mascot Baxter.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.