David specializes in providing comprehensive financial planning services for successful individuals, families, businesses and business owners. He is a Registered Representative and Investment Advisor Representative with Osaic Wealth. Prior to joining Osaic Wealth, David was a Partner with a Cleveland based boutique wealth management firm for 10 years. His experience also includes working in the mergers and acquisitions department of McDonald Investments and as a market research associate specializing in earning forecasting and equity analysis. David received a Bachelor of Arts degree in Economics from Boston University and a Master of Business Administration degree from Case Western Reserve University’s Weatherhead School of Management.
He holds the FINRA Series 7, NASAA Series 66 securities registrations. He also maintains the Ohio Life, Accident/Health Insurance and Annuity license and Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning®
David lives in South Russell, Ohio and is married to his wife Heather. They have two children, David II and Lucy. He enjoys spending time with his family, is an avid outdoorsman and is very active in the Buckeye Retriever Club.
David Grano is a registered representative of Osaic Wealth, Inc.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.