About

Grant S Donaldson CPA, MS

Tudor Financial

President, Financial Advisor

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992 and continues to serve individuals, families and institutions with his expertise in asset management, tax analysis & guidance, estate planning, and other financial planning needs. He is a prolific writer and researcher of investment history, strategy and risk management methodologies. He has provided hundreds of presentations to groups throughout many years of service in the financial profession. Tudor Financial, Inc. currently serves a record number of clients and provides management for a record level of client assets.

Education and Certifications:

  • CPA – Certified Public Accountant
  • University of Dayton – MBA program
  • Master of Science in Financial Analysis
  • Wright State University – Bachelor of Science Accounting

Licenses:

  • General Securities Representative License, FINRA, Series 7
  • Uniform Securities Agent State Law, FINRA, Series 63
  • Uniform Advisory, FINRA, Series 65

Grant also maintains Life, Health and Variable Annuity Insurance Licensure

Check the background of ​​​​​​​Grant Donaldson, CPA, MS on FINRA’s BrokerCheck here