GRACE MULTANI, CFP®

Financial Advisor

Address: 2520 Northwinds Pkwy, Suite 200, TWO NORTH WINDS CENTER , Alpharetta , GA 30009
Phone: 678-893-7758 | 800-284-4213     Fax: 770-751-1551

My Commitment to You

My Associate(s): Diane Houghton, Senior Registered Client Associate ; Diane Houghton, Senior Registered Client Associate

My Experience

  • 2013 - Present : Wells Fargo Advisors, Financial Advisor
  • 2011 - 2013 : Ameriprise Financial, Financial Advisor
  • 2005 - 2007 : Charles Schwab and Co. VP- Invesment Consulant
  • 1997 - 2005 : American Express Financial Advisors, Financial Advisor
  • 1988 - 1997 : American Express Financial Advisor, Various Analyst & Mgmt.

My Education & Credentials

  • BBA, University of Michigan, Ann Arbor, MI
  • CFP coursework, College of Financial Planning, Denver, CO

My Community Involvement

  • Board Member, River Eves Education Foundation, Roswell, GA
  • Board Member, NAWBO Atlanta
Securities Registered in the following states: CA, CO, CT, DE, FL, GA, IL, MI, NC, NY, OH, SC, TN, WV
Insurance licensed in the following states: CA (Lic. # 0C04034)
GRACE MULTANI: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Georgia : Alpharetta Branch