Dan Grover

Dan Grover, CFP®, CPA/PFS, CWS®, CKA®

Sr. Private Wealth Advisor, Partner
Charlotte, NC
A Message from Dan
dan.grover@bluetrust.com
(704) 759-9060
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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 PLANNERTM (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.

 

Testimonials

 
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Dan Grover has been a great friend and wonderful financial advisor. We have always felt very safe and well taken care of regarding our finances with his help.

Dr. Mike and MaryAnn M.Sumter, SC

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Dan Grover's concern for others, attention to detail, and expertise in assisting families financially plan for the future are done with excellence. We really appreciate how he never fails to continue to keep before us that we are stewards of what God has richly blessed us with. This emphasis will have long-lasting Kingdom implications for us and our family, and for that, we are eternally grateful.

Roby and Grace K.Sumter, SC

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When we first met Dan Grover nearly 25 years ago, he possessed all the requisite professional skills along with a unique ability to listen and respond to us in ways that helped us grow.

He plugged into our family immediately and began to coach and prod using ways that greatly enhanced our personal walks with the Lord. He also helped us as we strived to guide our young daughters through those critical early years. Now he is doing the same thing with those adult daughters and their growing families.

Pat and Pam M.Charleston, SC

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Dan Grover's influence on my life, family finances, and business planning cannot be overstated. It’s uncommon to find a business professional with the heart of a teacher who becomes a mentor and then a friend. He has done all of those.

Matthew W.Salisbury, NC

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Dan Grover and his incredible team have served my family as a trusted advisor for 20 years. During that time I have never found myself concerned about the wealth God has entrusted to me. He has been a person I have had complete trust in. He has been a voice of wisdom for my children and their spouses and has helped all of us learn how to be good stewards and generous givers.

Dr. George G.Charleston, SC

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Dan Grover has helped us make financial decisions that affect us and our family. He is trustworthy, honest, and a man of integrity. He has guided us through the deaths of our parents and the use of inherited resources. He has provided us God’s perspective on godly living in every area of life.

Dan and Cathy H.York, SC

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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.

Dr. John B.Mount Pleasant, SC

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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.

Tom A.Stanfield, NC

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

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What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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