Grant S Donaldson CPA, MS

BIO

Grant S Donaldson CPA, MS

President, Financial Advisor

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992. Working side by side with other credentialed professionals of Tudor Financial, he continues to serve individuals, families and institutions.  His experience includes asset management, tax analysis, estate planning and other financial advisory guidance. He is […]

MY STORY

Grant S Donaldson CPA, MS

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992. Working side by side with other credentialed professionals of Tudor Financial, he continues to serve individuals, families and institutions.  His experience includes asset management, tax analysis, estate planning and other financial advisory guidance. He is a prolific writer and researcher of investment history and strategy, and has a preference for high quality, risk-managed investment approaches. He has provided hundreds of presentations to groups throughout decades of service in the financial profession. Tudor Financial, Inc. currently serves a record number of clients in over thirty states throughout the U.S.
 
Education and Certifications:

  • CPA – Certified Public Accountant
  • University of Dayton – MBA program
  • Master of Science in Financial Analysis
  • Wright State University – Bachelor of Science Accounting

Licenses:

  • General Securities Representative License, FINRA, Series 7
  • Uniform Securities Agent State Law, FINRA, Series 63
  • Uniform Advisory, FINRA, Series 65

 

Grant also maintains Life, Health and Variable Annuity Insurance Licensure
Further details can be found at Grant Donaldson’s webpage

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