Dan Grover
About
Dan
Dan Grover is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust. He enjoys helping individuals, families, and businesses apply biblical principles so they can make wise financial decisions that enrich their lives. For Dan, having clients trust him with something so important is one of the best feelings in the world.
Prior to his affiliation with the company, he worked as a tax-consulting manager with Ernst & Young, LLP.
Dan graduated cum laude from Clemson University with a BS in financial management. He received his master’s degree in professional accounting (tax specialty) from Clemson in 1990. Dan is also a CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Specialist (PFS), a Certified Wealth Strategist® (CWS®), and a Certified Kingdom Advisor® (CKA®).
Active in his community, Dan serves on the board of directors for Water Mission.
He and his wife, Nancy, live in Marvin, North Carolina.
"We’ve been with Blue Trust about five years. We got to know Dan Grover through my practice. Of course, with my age, I was winding down to the end of my career and there’s a lot of parts that had to fit together. The advisor that I had with Blue Trust was great. He just organized things. He started talking about the ways that we could deal with real estate, trusts, and how we’re going to distribute things with the kids, and he just walked us through those things. I spent the last five years doing that. We had a lot of pieces to put together, to take apart, actually more than put together, take apart and then put back together the right way."
"Blue Trust and Dan Grover’s team have helped Barbara and me for the past 15 years and Dan’s counsel has meant so much to me. Dan has helped us to invest and steward our resources wisely, to have an overall well-coordinated plan, to reduce taxes, and to be more structured and smart so that we could be more generous and meet our financial goals. Most importantly, Barbara and I have had peace about our finances and joy through both giving and from being freed from the burdens of investment decisions with multiple advisors."
