NewBridge Bank’s Philip Grande receives the CERTIFIED FINANCIAL PLANNER™ designation
March 15, 2012
Greensboro, N.C. – Philip Grande, Raymond James Branch Manager and Registered Principal at NewBridge Bank Investment Services, has earned the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards Inc. These credentials are awarded to individuals who meet education, examination, experience and ethics requirements established by the CFP Board.
“Phil is an exceptional banking professional with a thorough understanding of investment services.” said Tim Britt, Director of Wealth Management. “We are delighted with his recent designation as a CERTIFIED FINANCIAL PLANNER™.”
Grande joined the Bank in April 2005 and was most recently promoted to Branch Manager and Registered Principal in 2011. In addition to his CFP® designation, he has earned Series 7, 24, 63 and 66 licenses as well as the Life and Health insurance license and Medicare/LTC license.
Grande earned a Bachelor of Arts degree in Business Administration from Wingate University. He resides in Clemmons with his wife Amy.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
Not Insured by FDIC or any other governmental agency
Not guaranteed by NewBridge Bank
Subject to risk, may lose value
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