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Grant Boucek, AIFA®

Grant Boucek

Grant Boucek, AIFA®

Vice President, Financial Advisor, Corporate Retirement Services
901-681-2403
gboucek@FTBAdvisors.com

EXPERIENCE

  • 12 years of financial services experience
  • Over 11 years of financial services and corporate retirement plan experience. Advised business owners, boards, and trustees on over 300 retirement plans. Experience includes a consultive approach to advising companies on their 401(k), profit sharing, and defined benefit plans. Worked with business owners on complicated plan design, fiduciary reviews, investment and fee analysis, participant education and ERSIA compliance.

EDUCATION

  • Bachelor's Degree in Business from the University of Mississippi

PROFESSIONAL AFFILIATIONS/LICENSES

  • Accredited Investment Fiduciary Analyst (AIFA) designation from the Center for Fiduciary Studies
  • Financial Industry Regulatory Authority License 7, 66
 

*AIF® - The Accredited Investment Fiduciary® designation is offered by the Center for Fiduciary Studies and signifies knowledge and competency in fiduciary responsibility. The designation program provides detailed instruction on how to comply with the fiduciary standards of care and introduces the participant to the 23 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." Certificants must adhere to a code of ethics and meet annual continuing education requirements.

Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
 

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (FTB) and its affiliates.  Financial planning and trust services provided by FTB. Investment management services, investments and annuities provided by FTB Advisors, Inc. member FINRA, SIPC and a subsidiary of FTB.  Insurance products provided by FTB Advisors Insurance Services, Inc. (FTBIS). In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (FHIS), a Tennessee corporation and a subsidiary of FTB, CA License #OD12174. The principal place of business of FHIS is 165 Madison Ave., Memphis,TN. 38103. 

FTB Advisors, Inc., FTBIS and FHIS may offer annuities or transact insurance business only in states where they are licensed or where they are exempted from state insurance licensing requirements.  FTB Advisors does not offer tax or legal advice.  You should consult your personal tax and/or legal advisor concerning your individual situation.

©2013 First Tennessee Bank National Association. www.firsttennessee.com