Our Team

 

Melanie Hasty-Grant

Melanie Hasty-Grant is an LPL Financial Advisor with more than 20 years experience helping people with their financial matters. Melanie is the Founder and Managing Principal of Waterstone Private Wealth Management. The prestigious Barron's Magazine recently recognized Melanie at the 2009 Winner's Circle Conference for the top women advisors in the United States (based on revenue and other factors available at www.wcorg.com). She was named in the Wall Street Journal as Oklahoma Business Woman of the year in 2005 by the National Republican Congressional Committee (based on her advocacy of a progressive, conservative, pro-business agenda). Melanie was also named to LPL Financial Chairman's Club in 2007 and 2008 (based on the prior year's production). It was a distinction awarded to only the top 4% around 10,000 advisors nationwide at that time. She and Ken, her husband and business partner, received awards from the Owasso Chamber of Commerce and The Owasso Character Council for their Leadership in the community and The Annual Award for Character for their Character Coin Initiative.

Melanie is a source for national television, radio, and news outlets. Her recent appearances include CNBC's PowerLunch, Fox Business, The Wall Street Journal, and NASDAQ Business News Network.

Waterstone Private Wealth Management is a premier provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's. They also provide specialized services for business owners, executives, and physicians. Their consultants offer access to investments through LPL Financial, the nation's largest independent broker-dealer (based on revenue). Ms. Hasty-Grant's innovative, strategic, and tactical financial planning is designed to potentially enhance protection of, and minimize threats to, personal wealth. Ms. Hasty-Grant and her team provide comprehensive and innovative financial strategies including asset management, retirement planning, and insurance, estate planning and strategic philanthropy. She has a unique way of explaining complex investment topics so that she can help nearly everyone understand the concepts. Her client base includes individuals, families, and small businesses across the United States. The retention of her clients is a direct result of her reputation for integrity and innovation understood by her clients and colleagues alike. Her concierge-level service provides her clients with the attention they deserve.

Before establishing Waterstone Private Wealth Management, Melanie was a practicing Licensed Professional Counselor and Marriage and Family Therapist for 11 years. Her experience helping individuals and families through life's crisis makes her a good fit for dealing with financial crisis situations such as divorce and death of family members. Estate planning and divorce attorneys, as well as, CPA's rely on her expertise to help guide their clients through these challenging times.

Besides a demanding career, Melanie is a wife and mother of two young children.


Ken Grant

Ken spearheads investment analysis and strategic counsel for Waterstone Private Wealth Management. His background includes more than 20 years of experience in business administration and investment management. Ken is a sought after source for national television, radio, and news outlets. His recent appearances include CNBC's PowerLunch, Fox Business Opening Bell, The DowJones Newswire, and The Wall Street Journal.

Waterstone Private Wealth Management is a premier provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's. They also provide specialized services for business owners, executives, and physicians. Their consultants offer access to investments through LPL Financial, the nation's largest independent broker-dealer based on revenue. Ken Grant's innovative, strategic, and tactical planning is designed to potentially enhance protection of, and minimize threats to, personal wealth. Ken and his team provide comprehensive and innovative financial strategies including wealth management, retirement planning, and insurance, estate planning and strategic philanthropy. He has a unique way of explaining complex investment topics so that he can help everyone can understand the concepts. His client base includes individuals, families, and small businesses across the United States. The retention of his clients is a direct result of his reputation for integrity and innovation understood by his clients and colleagues alike. His concierge-level service provides his clients with the attention they deserve.

Ken provides extensive operational support for non-profit organizations through his charity volunteerism for the Tulsa Area United Way, Owasso Family YMCA, Owasso Chamber of Commerce, and numerous local philanthropic boards and endowment funds.


 

 

 

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