Grillo & Associates is dedicated to providing our clients with the highest quality advice and superior service. This requires unsurpassed dedication and effort from every member of our team, which includes experienced financial planners as well as administrative and service professionals. We fully understand the important role we play in ensuring your satisfaction and success. Each team member contributes a unique perspective and a specific expertise to our efforts. We work together with one goal always before us – serving our clients to the best of our abilities.
John L. Grillo
Certified Financial Planner™, MBA
John began his career in 1985 working as an engineer and project manager in the aerospace and medical fields. During that time he earned two United States patents for innovative new valve and fluid sealing components. He became interested in financial planning while earning his MBA and working with his father, Lee. With more than 45 years in the financial services industry, Lee has served as an invaluable mentor and coach.
John earned an MBA from the University of Connecticut in 1991 with a major in finance. He also holds a BS degree in mechanical engineering from Lafayette College where he graduated cum laude. In 1998, he obtained his Certified Financial Planner™ certification from the College of Financial Planning in Denver, Colorado. In addition, he currently holds the following securities and insurance licenses: FINRA Series 7, 24, 63, 65, and 99; life, accident, and sickness; variable products.
John is a Rotarian and member of the Financial Planning Association® (FPA®). He also serves on the board of directors of Alice’s House, a community group home, and Tanner Medical Foundation.
John resides in Carrollton, Georgia, with his wife Robyn and their two children, Emma-Lee and Jackson.
Contact John at email@example.com.
Joel A. Shirey
Joel joined Grillo & Associates in 2007 as an assistant to help service client accounts. During his tenure with the firm and with John’s guidance, Joel has learned the importance and impact financial planning can have on a client’s life. He enjoys utilizing all aspects of financial planning and working directly with clients to help them achieve their financial goals.
Joel earned his degree in finance from the University of West Georgia where he graduated magna cum laude. He currently holds the following securities and insurance licenses: FINRA Series 7 and 66; as well as life, accident, and sickness.
In July 2012, Joel was promoted to the role of financial advisor.
Joel resides in Carrollton, Georgia, with his wife Allison and their two daughters, Amelia and Melanie.
Contact Joel at firstname.lastname@example.org
Pam Robinson, RP®
Pam joined Grillo & Associates in 2001 after being self-employed for six years. Her firm provided small businesses with financial services including client billing, bookkeeping, and payroll. Prior to self-employment she worked in the insurance industry where she was responsible for underwriting, commercial lines customer service, and claims administration.
Pam is a graduate of the University of West Georgia where she obtained a BBA in finance. In 2007, she earned the designation of Registered ParaplannerSM(RP®). Pam’s role at Grillo & Associates includes processing trades and insurance applications, rebalancing portfolios, scheduling client reviews, and assisting with clients’ financial plans. She currently holds the following securities and insurance licenses: FINRA Series 7, 66 and 24; life, accident, and sickness; variable products.
Pam resides in Carrollton, Georgia, with her husband Kevin and their two children, Elizabeth and Tanner.
Contact Pam at email@example.com
Robyn joined Grillo & Associates in 2009 after a career in retail. Her previous experience includes purchasing and distributing merchandise for several department stores. She traveled to New York regularly to work with large manufacturers to fulfill her buying responsibilities.
Robyn is a graduate of the State University of West Georgia where she obtained a BBA in marketing.
Robyn’s role at Grillo & Associates includes all aspects of bookkeeping, human resources, and managing the corporate budget and finances.
Robyn resides in Carrollton, Georgia, with her husband John and their two children, Emma-Lee and Jackson.
Contact Robyn at firstname.lastname@example.org
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Grillo and Associates are not affiliated.
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205 Lee Street | Carrollton, Georgia 30117 | Phone: (770) 214-0714 | Toll-free: (888) 827-5024 | Fax: (770) 214-9933