Preview

Joseph Grund

Satisfactory Essays
Open Document
Open Document
319 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Joseph Grund
Experienced Palm Beach Gardens Financial Advisor Joseph Grund

An associate manager with the Palm Beach Gardens, Florida offices of Ameriprise Financial Services, Inc., Joseph Grund provides a range of customized insurance, investment, wealth management, retirement, and estate planning services. He has more than 22 years of experience in the field of financial advisement and holds active membership in the United States Financial Industry Regulatory Authority. Before joining the Ameriprise team in 2008, Joseph Grund served 15 years as a vice president with H&R Block Financial Advisors. He completed his undergraduate education at Yale University, where he excelled as a member of the varsity swimming team and water polo club team.

Today, Joseph Grund’s hobbies include gardening and visiting local dog parks with his wife Michelle and their Shih Tzu Ralph. The son of a Non-Hodgkin's lymphoma survivor, Mr. Grund makes regular donations to various cancer research organizations. He
…show more content…
As a vice president with the Palm Beach offices of H&R Block, he earned gold level elite advisor status from 2004 to 2008. Joseph Grund subsequently left H&R Block to accept a vice president position with Ameriprise Financial Services, Inc. His performance with the company resulted in his admittance to the Ameriprise Circle of Success for five consecutive years between 2009 and 2014.

In 2011, Ameriprise promoted Joseph Grund to associate manager. He continues to excel in this role. In 2013, he earned membership in the Ameriprise Diamond Ring Club, an honor that less than 7 percent of Ameriprise financial advisors achieve. In 2014, the international trade association the Million Dollar Round Table inducted Mr. Grund as an official member of the Court of the

You May Also Find These Documents Helpful

  • Good Essays

    Josh Cantwell earned his reputation in the real estate market by actively taking part in hundreds of real estate deals. To share the knowledge he has gained over the years, Mr. Cantwell opted to co-found Strategic Real Estate Coach. Thanks to the unique business approach he uses, he is able to find a good balance between his work and his home life, allowing him to focus on his wife and young daughter. Individuals who choose to follow in his footsteps find they are able to do the same.…

    • 2016 Words
    • 9 Pages
    Good Essays
  • Satisfactory Essays

    Warren Buffet is now ranked as the third richest person in 2015. The first reason for Buffet being my mentor is his intelligence in the stock market. Everyday, I strive to become more familiar with the…

    • 605 Words
    • 3 Pages
    Satisfactory Essays
  • Satisfactory Essays

    Sam Tabar Case Study

    • 390 Words
    • 2 Pages

    Tabar began a career in the industry with Skadden LLP right after law school. He went to work as an Associate to help clients with information on hedge funds, employment issues, private placement, as well as regulatory and compliance issues. In 2004 he linked with PMA Investment as a Managing Director as well as a co leader of business development. In this position he managed the international advertising and investor affairs for hedge funds worth billions. He was also the head of a new marketing plan with a stronger and more direct approach for high profile clients.…

    • 390 Words
    • 2 Pages
    Satisfactory Essays
  • Satisfactory Essays

    Todd Lubar Research Paper

    • 297 Words
    • 2 Pages

    He was Legacy Financial group until 2005 when he decided once again to move forward and accept a job as Senior Vice President with Carter Funding which is a division of First Magnus Financial Corp based out of Arizona, he held that position until August of 2007.…

    • 297 Words
    • 2 Pages
    Satisfactory Essays
  • Good Essays

    Judson Phillips is an Insurance Agent for American Family Insurance. He got his start in insurance in 2002 when he began as a certified sales representative for John Paul American Family Insurance Agency. Fresh out of college, with a degree in sports management, Judson had originally planned on working for John Paul only for a short amount of time while he saved up enough to put himself through law school. Judson never made it to law school though. When asked why he chose to stay in insurance, Mr. Phillips responded with “I didn’t choose insurance, it chose me”. Judson worked his way up in the business for 5 years until finally branching out on his own and developing his own agency in 2007. Since then he has worked hard to create and agency…

    • 1348 Words
    • 6 Pages
    Good Essays
  • Better Essays

    This case provides us an insight into the Golden Years Investment Club and the conflict of group members when a newcomer challenges the views and ideas of the group’s experienced founder. Lenn Width, the founder of the investment club, has recently invited David Korn, a young architect, to join the twenty-six-member group. Width and Korn have very opposing viewpoints when it comes to how to invest. Width has a very strict investment policy: “a stock must have been publicly traded for at least five years; its sales must be growing by 15 percent a year; and it’s got to have a return on equity of 10 percent or better” (Fight at the Investment Club, 1994). On the other hand, Korn is interested in a more aggressive style, investing in riskier stocks with larger returns.…

    • 1237 Words
    • 5 Pages
    Better Essays
  • Good Essays

    Joseph Galloway

    • 481 Words
    • 2 Pages

    Joseph Galloway was born in 1731 near west river in Maryland. Joseph was the fourth son of Samuel and Anne Galloway who were both quakers. He moved to Pennsylvania in 1749 where his father lived. Here he attended liberal school and became a lawyer and practiced in Philadelphia.…

    • 481 Words
    • 2 Pages
    Good Essays
  • Satisfactory Essays

    Tmn Memo

    • 1093 Words
    • 5 Pages

    I have been a Team Member of Wells Fargo for 5 years and realize there is a definite…

    • 1093 Words
    • 5 Pages
    Satisfactory Essays
  • Good Essays

    Mr Joseph

    • 3263 Words
    • 14 Pages

    |2. Be able to plan for the resources required for personal professional |2.1 Identify the resources required to support the personal |…

    • 3263 Words
    • 14 Pages
    Good Essays
  • Good Essays

    Terry Fox Biography

    • 1033 Words
    • 5 Pages

    Born on July 28th 1958, Terrance Stanley Fox, famously known as Terry Fox, was brought into this world, to change our perspective on cancer. He lived happily with his mother Betty Fox, his father Rolland Fox, his two brothers, Darrell and Fred Fox and his sister Judith Fox. The Foxes were a close and strong family; they had experienced hardships, loss and tragedy. They weren’t a wealthy family, but they loved one another. Sometimes hard on each other they always pushed themselves to achieve the very best they could, to prove they could do what they wanted. Terry was never given anything without working hard to earn it. All of the six members of the family were very competitive, mostly Terry. He would always push himself to his limits and…

    • 1033 Words
    • 5 Pages
    Good Essays
  • Satisfactory Essays

    Honest Tea

    • 726 Words
    • 3 Pages

    Please watch an online video. The video shows how one company, Honest Tea, takes social responsibility seriously and works to apply it at several levels business-wide. To watch the video you can either: 1- Click on the link below. 2- Copy and paste the link. 3- Highlight the link, click on the right mouse key and select open hyperlink. 4- Highlight the link, press the Ctrl key + click to follow the link to the online video…

    • 726 Words
    • 3 Pages
    Satisfactory Essays
  • Good Essays

    John Garcia

    • 521 Words
    • 3 Pages

    John Garcia (born June 12, 1917) is an American psychologist, most known for his research on taste aversion learning. Garcia studied at the University of California-Berkeley, where he received his A.B., M.A., and Ph.D. degrees in 1955 at the age of 38. He was appointed Professor Emeritus at Los Angeles' University of California, though he at other points has also been an Assistant Professor at California State College, a Lecturer in the Department of Surgery at Harvard Medical School, Professor and Chairman of the Psychology Department at the State University of New York at Stony Brook, and Professor of Psychology at the University of Utah.…

    • 521 Words
    • 3 Pages
    Good Essays
  • Better Essays

    Grant, J. K. (2010). What the financial services industry puts together let no person put asunder: How…

    • 3094 Words
    • 13 Pages
    Better Essays
  • Good Essays

    As we know from the case Erik Peterson was a fresh business school’s graduate and was originally offered the position of a Product Manager in charge of sales and marketing of Biometra’s catheters. Shortly afterwards because of significant changes in the company he was offered the position of General Manager with overall authority for Biometra’s operations. He probably received this fast promotion because of the positive interviewing experience with Richard Jenkins,…

    • 910 Words
    • 4 Pages
    Good Essays
  • Powerful Essays

    “I bought a dozen volumes on banking and credit and investment securities, and they stood on my shelf in red and gold like new money from the mint, promising to unfold the shining secrets that only Midas and Morgan and Maecenas knew.” (4)…

    • 1920 Words
    • 8 Pages
    Powerful Essays