Grodan spent seven years at Merrill Lynch, providing investment advice and wealth transfer strategies for some of the firm’s wealthiest clients. Prior to Merrill Lynch, he was director of gift planning for the California Community Foundation.

As well as working with Abbot Downing professionals in Los Angeles, Grodan will also work with the western region team that provides planning and family dynamics services, asset management, private banking, trust, fiduciary and administrative services.  

Abbot Downing serves clients in all 50 states through offices in San Francisco, Los Angeles, CA, Scottsdale, AZ, Houston, TX, Minneapolis, MN, Chicago, IL, Philadelphia, PA, Washington, DC, New York, Charlotte, Winston-Salem, NC, Naples, Palm Beach, FL, and other regional offices. 

Wells Fargo launched the Abbot Downing brand on April 2, 2012, combining two Wells Fargo ultra high net worth businesses.

Click here for an interview with the firm after it had just turned two years old.