Staff

As former athlete and coach, Todd Grantham understands the value of having a coach to help you define your goals, create strategies and maintain the conviction and discipline needed to achieve success. He also understands the importance of having a team in which each member shares his focus, values, and drive. 

Grantham Financial’s mission is to be your financial coach, bringing you innovative financial tools and expert guidance to help you develop and navigate your complete financial strategy. Our commitment to developing life-long coaching relationships is built upon our core values of excellence, integrity and personal accountability.

 

 
Jeffrey P Michaels

Jeffrey P Michaels

Associate Wealth Management Advisor
Mobile 919-948-9960

Jeff brings extensive business management and finance experience to our team. Prior to joining Northwestern Mutual, Jeff played a critical role in the leadership and growth of a small family business, expanding the company footprint from one client to over 150 clients in 34 states by the time the business was sold to a national competitor. Jeff also has extensive experience in the acquisition, financing and management of commercial real estate investments, including multi-family and hotel properties. Jeff successfully earned his CERTIFIED FINANCIAL PLANNERTM certification and his Associate Wealth Management Advisor status in February of 2015. Jeff is licensed in Life, Health Insurance and Long-Term Care, as well as his Series 7, 6 & 63, making him a registered representative of Northwestern Mutual Investment Services, LLC. Jeff graduated from the UNC-Chapel Hill with a degree in Business Administration. A native of Raleigh, Jeff continues to live there with his wife, Maggie, and young daughters Blythe and Mabel.

 
Madison Holley

Madison Holley

Director of Operations
Office 919-401-0334

Madison Holley has been with our team since May of 2016. Since joining our team, she has attained her life and health licenses, as well as her Series 7 and 63. As Director of Operations, she is responsible for client servicing, risk management and marketing.  Madison graduated from NC State University in Raleigh with a BA in philosophy. She currently lives in Raleigh and enjoys baking, writing, and spending time with her family.

 

Madison assists our team with:

•Insurance and investment applications and servicing

•Scheduling, marketing, and event coordination

• Updating client information, including name and address changes

 

 

 

 

Todd G Grantham, CFP®, ChFC®, CASL®, MSFS, ChSNC
Wealth Management Advisor


Grantham Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck