Melanie Hasty-Grant

Founding Partner/Wealth Advisor at Waterstone Private Wealth Management - Owasso, OK, US

Melanie Hasty-Grant's Colleagues at Waterstone Private Wealth Management

Tiffany Chaney

Administrative Assistant

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Donisha Lane

The Retirement Planning Concierge

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Jessica Pugh

Client Services Coordinator

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Triston Hasty-Grant

Wealth Advisor, Director of Business Development

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Ben Ferris

Wealth Advisor

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Melanie Hasty-Grant's Contact Details

Email (Verified)
***@waterstonewealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
918-272-1120

Location
Tulsa, Oklahoma Area

Company
Waterstone Private Wealth Management

Melanie Hasty-Grant's Company Details

Waterstone Private Wealth Management

Owasso, OK, US • 10 - 19 Employees
Financial Services

Have you planned for retirement? We're one of Tulsa's premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more!With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's. In other words, we've got your back. Services include: Asset ManagementRetirement PlanningInsuranceEstate Planning401k RolloversSpecialized Services for: Retirees Business Owners Executives Physicians Client Base Includes: Individuals Families Small BusinessesSecurities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Private Wealth Management Retirement Planning Small Business Financial Planning Estate Planning Financial Services Financial Advisory Services

Details about Waterstone Private Wealth Management

Frequently Asked Questions about Melanie Hasty-Grant

Melanie Hasty-Grant currently works for Waterstone Private Wealth Management.

Melanie Hasty-Grant's role at Waterstone Private Wealth Management is Founding Partner/Wealth Advisor.

Melanie Hasty-Grant's email address is ***@waterstonewealth.com. To view Melanie Hasty-Grant's full email address, please signup to ConnectPlex.

Melanie Hasty-Grant works in the Financial Services industry.

Melanie Hasty-Grant's colleagues at Waterstone Private Wealth Management are Ken Grant, Tiffany Chaney, Donisha Lane, Jessica Pugh, Triston Hasty-Grant, Ben Ferris and others.

Melanie Hasty-Grant's phone number is 918-272-1120