Gerald Grant, Jr. is the Branch Director of Financial Planning of AXA Advisors’ South Florida Branch. He brought to AXA Advisors over eleven years of banking experience. At Citibank he held the position of Branch Vice President and Cluster Manager. Prior to Citibank, Gerald was a Branch Manager with Great Western Bank, where he was named, for two consecutive terms “Branch Manager of the Year”. Gerald was also named “Banker of the Year” by the Miami-Dade Urban Bankers Association.
Gerald holds an A.A. degree from Miami Dade College and both Bachelor’s and Master’s degrees in Business Administration from Florida International University. He also holds FINRA Series 7, 63, 65, 24, and 26 Securities Registrations and is insurance licensed. His experience and knowledge are now used to focus on providing estate planning*, wealth accumulation and protection strategies, life insurance, retirement planning*, college funding, and other financial services.
Gerald is an active member of the South Florida community, and serves on the Board of Trustees for Florida International University (FIU). He also serves on the Board of Directors for the United Way of Miami-Dade, the Adrienne Arscht Center for the Performing Arts of Miami-Dade County, the Everglades Foundation, the Orange Bowl Foundation, the Greater Miami Chamber of Commerce. He is also a member of the Phi Beta Sigma Fraternity, Inc.-Theta Rho Sigma Chapter. Gerald is a past-President of the National Association of Insurance and Financial Advisors (NAIFA), Miami-Dade Chapter, and a past-President of the Florida International University Alumni Association.
Gerald is the author of the book BOLD MOVES to Creating Financial Wealth.
He has been awarded the title of Retirement Planning Specialist by AXA Advisors, after receiving a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania.
Gerald is the recipient of the 2012 Darwin Davis Award for Community Service for his extraordinary contributions in public service, community development, community service and volunteerism.
He was AXA Advisors’ “2005 Regional Honor Associate” and is AXA Advisors’ “2011 National Honor Associate”
-The First African-American to win this prestigious award since its institution over seventy years ago.
For his outstanding accomplishments in the Financial Services Industry, Gerald was recently featured in The Miami Times, The Miami Herald and Palmetto Bay News, and has appeared on NBC 6, among other media channels. Legacy Magazine, has nominated and selected Gerald as “One of South Florida’s 50 Most Powerful Black Professionals of 2011”.
In March 2011 he was inducted to the FIU’s – Dr. Martin Luther King, Jr. Hall of Fame, and was inducted, on May 10, 2011 to the Miami Dade College (MDC) Hall of Fame.
Gerald was honored as a distinguished community leader by the Ancient Spanish Monastery Foundation at its Legacy Gala held in April 2013.
Gerald lives in Palmetto Bay with his wife, Jennifer, and their two children, Jasmin and Gerald III.
CA Insurance License # ODO9274