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  • Grant Boucek

  • Grant Boucek

    Grant Boucek, AIFA®

    Vice President, Financial Advisor, Corporate Retirement Services

    4385 Poplar Avenue, Memphis, TN 38117


    • 12 years experience in the financial services industry
    • 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.


    • Bachelor’s Degree in Business, The University of Mississippi


    • FINRA 7 and 66 Licenses
    • Accredited Investment Fiduciary Analyst (AIFA) designation from the Center for Fiduciary Studies.

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