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Granville J. Younce
Granville J. Younce
CERTIFIED FINANCIAL PLANNER™
50 West Main Street
Franklin, NC 28734
tel: 828-349-5616
toll free: 800-531-0648
fax: 828-254-0302
Email Me
Investment Center at Macon Bank
Welcome Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • B.S. - 1989
    Berea College
    Berea, KY
  • M.A. - 1990
    U of Kentucky
    Lexington, KY
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative, 1994
  • Series 63 - Uniform State Exam, 1994
  • Series 65 - Investment Advisory Agent, 2006
Services
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Long Term Care Insurance
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Franklin, NC
  • 1996 - 2006: Macon Investment Services
    Investment Advisor
    Franklin, NC
Bulletin Board
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
Granville J. Younce is licensed in the following state(s): AL, GA, IL, MA, NC, NJ, SC, TN
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

FMA at a glance (pdf)

Are You Ready for Retirement? (pdf)

Consulting Group: Prosperity Begins with A Plan (pdf)
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