Brad Grimes, President
Brad founded Grimes Financial Services in 1997 and has been serving the financial planning needs of clients for twenty years. Fully licensed in all aspects of securities and life insurance, Brad has built Grimes Financial Services as an independently owned and operated, client centric organization. Brad and the Grimes Financial team are highly regarded providers of comprehensive wealth management strategies and retirement planning.
Brad and his wife, Jane, reside in Lexington, North Carolina with their two rescue dogs, Darby and Casey. Brad and Jane have a son, Justin, who is married to Natosha, and they have a daughter, Camille, and a son, Stellan. Brad enjoys being active his church, traveling, camping and spending time with family, especially the grandchildren.
Brad’s email is Brad@GrimesFinancial.com.
Cody Beck, Financial Advisor
Cody joined Grimes Financial Services in 2015 through an academic internship that quickly transitioned into permanent employment. In addition to working a full schedule at Grimes Financial, Cody continued to further his formal education at the University of North Carolina in Greensboro majoring in Finance. Cody graduated with a Bachelor of Science degree and is a securities licensed financial advisor. Cody’s professional ambitions include a long-term career with Grimes Financial where he is also licensed to assist clients with Life, Long Term Care and Medicare Supplement insurance.
Cody is a native of Davidson County and currently resides in Thomasville, North Carolina. Cody’s interests include spending time with family, volunteering for local non-profit organizations, attending sporting events and being a car enthusiast.
Cody’s email is Cody@GrimesFinancial.com.
Karen Grimes Beck, Director of Operations
Karen transitioned into full time employment with Grimes Financial Services in 2017 following advisory contributions since her brother, Brad Grimes, founded the company in 1997. Dedicated to continuing the Grimes Financial legacy of exceptional service and strategic value to clients, Karen leverages her extensive operations management background in overseeing Grimes Financial client services and operations.
Karen and husband, Steven, reside in Lexington, North Carolina and have two children, David and Natalie. Karen enjoys spending time with friends and family, especially when it includes traveling and camping.
Karen’s email is Karen@GrimesFinancial.com.
Grimes Financial Services, 2 Williams Street, Lexington, North Carolina 27292 Get Directions
Phone: (336)-249-2723, Fax: (336) 249-2727, Email: firstname.lastname@example.org
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