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Investment Consultant

Teddie Grant is an Investment Consultant with USI Advisors, Inc., with over a decade of specialized experience in the financial services industry. Teddie is responsible for developing, implementing and monitoring investment strategies for defined benefit and defined contribution clients and regularly conducts investment review meetings with her clients.

Teddie began her career as a financial planner in 2004, formulating asset allocation strategies as well as implementing and managing customized investment programs, tailored for clients’ investment goals and objectives. Her successful management of high net worth clients and their investment assets quickly led her to leadership positions. While administering to her clients’ portfolios, Teddie has led and trained investment teams for respected wealth management companies, performing roles as a Financial Advisor, and Director of Financial Planning.

Teddie earned a B. S. degree in Finance from San Diego State University, graduating with business honors and magna cum laude. She earned her Master of Business Administration at Texas A&M University of Commerce, graduating summa cum laude. Industry education and designations include: FINRA administered Series 7, 24 and 66; Certified Financial Planner and Chartered Life Underwriter from the American College; and Life, Accident, Health and HMO Insurance Licenses through USI Consulting Group.




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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.