Grace Bumpus
Wealth Planning Associate at Rbc Wealth Management
Based in Boston, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
8.3K
Contact information
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g•••••••@rbcwealthmanagement.com
Phone
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Background
About Grace Bumpus
As a Senior Wealth Planning Specialist, I provide valuable solutions and content to advisors on topics related to the client or prospective client (i.e. wealth planning, social security, tax shelters, tax reform). Previously, I attended the Carroll School of Management at Boston College where I concentrated in Finance and Marketing. The views expressed are my own and not of Franklin Templeton or Putnam Investments. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risk including possible loss of principal. Your personal data may be subject to our Privacy & Cookies Notice which you can read here: regardless of where the data originates. © Franklin Distributors, LLC and Putnam Retail Management LP. Members FINRA/SIPC. Putnam Investments is a Franklin Templeton company.
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