Grant Walker

Grant Walker, CFP®, CEPA
Vice President Wealth Advisor Truist Bank

1570 Manheim Pike

Lancaster, PA 17601-3038

Grant.Walker@Truist.com

Phone 717-735-9345

Fax 717-735-3728

Get directions

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About me

Background

Grant has spent more than 15 years advising highly affluent families and businesses. He has a passion for working with entrepreneurs, executives, and privately held business-owners and feels that these clients require a distinctive approach to wealth management. Family stewardship of multi-generational assets can be a challenging endeavor. Through thoughtful planning and engaging his sophisticated advisory team, Grant helps make this complex challenge a simple reality. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS BA Supply Chain Management
Penn State University 2006 2010

Personal Interests

Grant enjoys the outdoors, traveling and spending time with his wife, Erinn, and their three children Owen, Isla and Eleni. Growing up as an avid hockey player and golfer, Grant now delights in watching his kids find their passions in life. He stays active in the community through Truist’s Lighthouse Project and supports local organizations like the Opportunity House and DaySpring Homes.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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