Financial Advisor Hugo Grimaldi

Hugo Grimaldi - CPA

financial planning and wealth management

Check Hugo Grimaldi's Background Here:

The Grimaldi Norton & Associates Team

great service starts with a great team


Stephen

Stephen Norton - CFP®

Hugo

Hugo Grimaldi - CPA

Michael

Michael Carter - CFP®

Jeanette

Jeanette Grimaldi

-Administrative Assistant

 

Jeanette joined the Grimaldi Norton & Associates LLC team in August 2014 after retiring from a career in education.

Jeanette handles client service issues, new business processing, scheduling, and a variety of other administrative jobs. Her main objective is to provide support to Steve and Hugo while serving client needs.

Jeanette received a Bachelor of Arts in Portland and a Master’s in Piano Performance from the University of Southern California.

She married Hugo in 1986, and is the proud parent of two beautiful children. Her favorite activity is spending time with her family. She also enjoys playing piano, listening to classical music, reading, exercise, and taking long walks.

 

 

Jeanette

Jeanette Grimaldi

-Administrative Assistant

 

Jeanette joined the Grimaldi Norton & Associates LLC team in August 2014 after retiring from a career in education.

Jeanette handles client service issues, new business processing, scheduling, and a variety of other administrative jobs. Her main objective is to provide support to Steve and Hugo while serving client needs.

Jeanette received a Bachelor of Arts in Portland and a Master’s in Piano Performance from the University of Southern California.

She married Hugo in 1986, and is the proud parent of two beautiful children. Her favorite activity is spending time with her family. She also enjoys playing piano, listening to classical music, reading, exercise, and taking long walks.

 

 

Aily O.

Aily O. Grimaldi

-Virtual Assistant

Aily joined the GNA team in December 2015 during her final semester at University of Portland, while completing an undergraduate degree in history and music.

Aily handles all social media accounts such as LinkedIn and Facebook.

In her free time, Aily enjoys cooking, sewing, reading (especially historical fiction), riding horses, weightlifting, and watching either Disney movies or BBC period piece dramas. 

Aily O.

Aily O. Grimaldi

-Virtual Assistant

Aily joined the GNA team in December 2015 during her final semester at University of Portland, while completing an undergraduate degree in history and music.

Aily handles all social media accounts such as LinkedIn and Facebook.

In her free time, Aily enjoys cooking, sewing, reading (especially historical fiction), riding horses, weightlifting, and watching either Disney movies or BBC period piece dramas. 

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Hugo Grimaldi is an independent contractor of Money Concepts

note: Grimaldi Norton & Associates is an independent firm and not affiliated with Money Concepts

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