Joseph Grund is a managing director & financial advisor the financial services firm Ameriprise, where he develops customized financial plans for clients. A member of Ameriprise’s Diamond Ring Club since 2013, Joseph Grund earned this status through a demonstrated commitment to both customer service and the profession of financial planning.
With 29 years of experience as an advisor, Grund focuses on planning strategies related to retirement, investments, and insurance. His approach to designing personalized plans for clients includes a strong reliance on client involvement during all phases of development. Prior to Grund’s role with Ameriprise, he spent 15 years in an executive role with the Palm Beach Gardens, Florida, branch of H&R Block Financial Advisors.
Grund earned his bachelor of arts from Yale University, where he was a member of both the men’s swimming team and water polo team. In his free time, he enjoys gardening, cooking, and supporting the University of Miami Hurricanes football team.
Investment advisory services and products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC., Member FINRA and SIPC.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.