Grant S Donaldson CPA, MS.

Grant actively provides financial counsel to clients throughout the U.S. He is a prolific writer and researcher of investment history, strategy and risk management methodologies. He has provided countless presentations to groups throughout many years of service in the financial profession.

Credentials

Biography & Professional Contributions

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992. The firm serves individuals, families and institutions with asset management, tax analysis & guidance, estate planning, and other financial advisory needs.

He is a prolific writer and researcher of investment history, strategy and risk management methodologies. He has provided countless presentations to groups throughout many years of service in the financial profession.

Tudor Financial, Inc. currently serves clients throughout the United States.

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Credentialed Professional

Education & Certifications

CPA – Certified Public Investment


University of Dayton – MBA program


Master of Science in Financial Analysis


Wright State University – Bachelor of Science Business


General Securities Representative License, FINRA, Series 7


Uniform Securities Agent State Law, FINRA, Series 63


Uniform Advisory, FINRA, Series 65

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Grant Donaldson is an innovator, founder of Tudor Financial, and financial advisor with over thirty years of experience serving individuals, families, and institutions through a firm and with an experienced team of professionals whose expertise includes asset management, tax analysis & guidance, estate planning, and high-level financial planning.

Contact Information

8111 Timberlodge Trail

Dayton, OH 45458-2103

Telephone: +1 937 439 9292

FAX: +1 937 439 2929

info@TudorFinancial.com

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