Billy Grimes

Billy is a Senior Wealth Advisor with more than 35 years of experience in wealth management, financial services, and investment solutions.

Since beginning his career with Putnam Investments in 1991, he’s built his career around helping financial professionals, individuals, families, and business owners make informed decisions about their financial futures. His experience spans investment management, retirement planning, insurance and annuities, wealth management, and high-net-worth client relationships.

Over the course of his career, he’s held leadership and advisory roles with Putnam Investments, Phoenix Investment Partners, Transamerica, Guardian Life, Allianz, Sun Life Financial, LPL Financial, and Citi Personal Wealth Management. These experiences have given him a broad perspective on both the investment industry and the evolving needs of affluent clients.

At the heart of his approach is a simple belief: wealth management is about much more than investments. Founded on a commitment to integrity and ongoing communication with his clients, it’s about understanding a client’s goals, protecting what they’ve built, creating opportunities for growth, and developing a thoughtful strategy for the next generation.