Millionaires In Training

Waterstone Private Wealth Management launches training program for new investors, young and old alike.

Melanie Hasty-Grant and Ken Grant are the owners of Waterstone Private Wealth Management, with offices in Owasso and at Utica Square in Tulsa. Together they established Waterstone in January of 2003. Melanie and Ken collectively have more than 25 years of experience in the financial industry.
Melanie is registered to offer securities and provide financial planning. Her career began in 1999 as a financial advisor at Edward Jones, where she ran her own office and was also volunteer regional trainer for new advisors.
The couple recently introduced a new annual program called “Millionaires In Training.” It is designed to empower entrepreneurs and future millionaires everywhere through education, training and advocacy. “The Millionaires In Training workshop is designed for middle-aged, pre-retirement investors who have saved through 401(k)s, have dollars to rollover and are interested in aggressively saving toward individual retirement goals,” says Melanie. “The program is also ideal for business owners with like backgrounds, interests and similar goals. Millionaires In Training workshops are also for the beginning investor interested in learning basic concepts including types of investment accounts – stocks, mutual funds, bonds, CDs, 401(k)s, etc.—retirement accounts, how to set up a budget, pay down debt, and receive a basic understanding of how the world of investing works.”
Millionaires In Training will be presented in quarterly workshops to be held in Tulsa and Owasso. The first workshop is scheduled for Tuesday, November 17, at the Owasso Patriot Golf Clubhouse located at 5790 N. Patriot Drive in Owasso. Classes will commence at 6 p.m. and conclude at 8 p.m. Cost is $25 per person, and prior registration and payment is required. Seating is very limited. Cocktails and hors d’oeuvres will be served. Please call Waterstone Private Wealth Management at (918) 272-1120 to reserve your spot.  
Melanie and Ken love serving their clients and frequently break through the stereotyped mold to offer exciting opportunities for people to learn more about investing. “We build lasting relationships with our clients,” says Melanie, “and to help them understand the basics of investing and planning with specific strategies in mind.”
Both Melanie and Ken are recognized as authorities in the financial field, and both have been contributors and guests on multiple national media outlets. “Waterstone strives to offer over-and-above services to our clients, and we believe that it shows,” says Melanie. “Our goal is for every client’s experience with us to be extraordinary.”
Earlier this year, Melanie attended the Barron’s Top Women Advisor’s Summit in Palm Beach, CA. This was an invitation-only event representing top-level women advisors from around the United States, sponsored by the prestigious Barron’s Magazine.
If you’d like to find out more about investing and financial opportunities, and are interested in being a part of the Investing Basics 101 workshop, call and reserve your spot for the first of four workshops being presented on Tuesday, November 17.
Securities and advisory services offered through LPL Financial a Registered  Investment Advisor, Member FINRA/SIPC. The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fail in the market value of investments.