Jeffrey T. Grimes
CFP®, CPA, MS
Financial Advisor / Member Owner
“Life is 10% what happens to you and 90% how you react.” – Charles R. Swindoll
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Education &
Affiliations &
Jeff is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Jeff is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jeff has been involved in the financial services industry since 2018. He worked in the financial planning group for Corrigan Financial from 2019 until it joined with Savant in 2025. Prior to joining Corrigan, he was an audit associate with CBIZ & MHM in Boston.
Jeff is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA), and the Financial Planning Association of Rhode Island. He has served on the board of directors and finance committee for The Boys & Girls Club of Newport County since 2014.
Jeff earned a bachelor of science in business administration degree, graduating summa cum laude, and a master of science (MS) in accounting degree, both from the University of Rhode Island.
Jeff and his wife Marie live in Newport, RI with their dog, Maho. He is a big Red Sox and Boston sports fan. He enjoys spending time with friends and family, cooking, traveling (specifically to St. John in the U.S. Virgin Islands), and days on the local golf courses.
Education &
Designations
- University of Rhode Island
Bachelor of Science in Business Administration, summa cum laude
Master of Science (MS) in Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association of Rhode Island – member
- The Boys & Girls Club of Newport County – board of directors, finance committee
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.