Millennium Magazine_8th Ed

146 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE A respected voice in his industry, Grant H. Ulrick has excelled as a wealth advisor for Stratos Wealth Partners Ltd., which has offices in Connecticut, Arizona and Florida, since 2017. In his role as wealth advisor, he utilizes a plethora of options, positions and hedging strategies that allow clients to benefit from market swings in both directions. Likewise, he specializes in retirement planning, income maximization, investment management, post-divorce planning, insurance and philanthropic giving. Prior to his current position, Mr. Ulrick was a financial advisor and president of investments at Wells Fargo Advisors from 2002 to 2017. Earlier, he was an investment executive at Webster Bank from 1999 to 2002 and a registered representative at Prudential Financial from 1997 to 1999. Additionally, he owned and operated Claims Adjuster, an insurance claims business, for eight years from 1989 to 1997. Finding great success in his career, Mr. Ulrick was the recipient of Five Star Professional Awards in 2012, 2013, 2014 and 2016 and was a qualifier for top of the table for the Million Dollar Round Table. He attributes the bulk of his success to his father, who introduced the insurance industry to him. Notably, Mr. Ulrick became a certified advisor in philanthropy (CAP) by the American College of Financial Services in 2018. In addition, the Financial Planners Board of Standards certified him as a chartered life underwriter, as well as a financial planner. Presently, Mr. Ulrick maintains affiliation with the Million Dollar Round Table, Financial Planning Association, Masonic Lodge and Silverleaf Club. He also contributes as a member of the board of directors to the Masonic Care Charity Foundation in Connecticut and enjoys giving presentations and lectures around retirement, college planning, Social Security and Medicare planning. Reflecting on his career trajectory, Mr. Ulrick recalls a fondmoment fromhis work was helping a student plan for college, which would not have been an at- tainable accomplishment without his guidance. In his spare time, he is an avid golfer and wine connoisseur. He is also currently learning how to fly airplanes. GRANT H. ULRICK, CLU, CFP, CAP WEALTH ADVISOR Stratos Wealth Partners Ltd. Danbury, CT