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Grant Threlfall, Financial Advisor

FINANCIAL ADVISOR
Grant D Threlfall

280 W Main St, Forest City, NC 28043opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews
  • New Investors
  • Military Professionals & Veterans
  • Special Needs Financial Considerations

About Grant

I work to help individuals and families build a secure retirement, overcome complexity, create meaningful legacies and pay for education with actionable, trustworthy strategies personalized for you.

Before joining Edward Jones, I served as an Air Force Intelligence officer for 20 years across the world. My educational background includes dual Bachelor of Science degrees from the University of Wisconsin-Madison, and a Master of Business Administration degree from the Kelley School at Indiana University.

My wife, Dana, and I have been married for over 15 years and have four children, along with our farm dog. Dana and I enjoy working on our...

Work History

  • Edward JonesDecember 2023 to Current
  • MathnasiumAugust 2023 to November 2023

Education

  • Indiana Univ BloomingtonMaster of Business Admin
  • Univ of Wisconsin - MadisonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Farming
  • Astronomy
  • History and Museums
  • Board Games

Send Me a Message

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Office Information

Phone

(828) 544-8123

Fax

(833) 887-4049

Office Address

280 W Main St
Forest City, NC 28043opens in a new window

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