Joseph Grim
Financial Advisor
Joseph Grim was born in Richmond, Virginia, the oldest of Keith and Therese Grim's three sons. He graduated summa cum laude from Virginia Commonwealth University with a bachelor's degree in economics and a bachelor's degree in business with a concentration in finance. Joseph has worked in the financial industry for eight years, and has experience in sell-side equity research, commercial lending and financial advising. He joined Advanced Planning in September 2009 to help establish the firm's tactical investment management program. Joseph is responsible for daily research and analysis of the financial markets, constructing and maintaining investment models, providing clients with investment recommendations and portfolio allocations, and answering investment-related questions.