Grace Arnold CFA®

Wealth Advisor | Cleveland Heights

Backed by 15 years-experience in the Financial Service industry and in executive level strategic advisory roles, Grace helps her clients not only create and manage their wealth plans, but also serves as a financial confidant providing personalized “whole picture” consultation.

Prior to joining GreenUp in 2024, Grace cultivated a diverse experience serving as a Trust and Investment Advisor in the banking industry, developing investment strategies for financial advisors, and serving on the leadership team of a $45B Asset Management division where she led the strategy to ultimately help improve the life and experience of clients. It was in this capacity that she discovered the desire to focus her passion for strategic planning and connecting the dots to shape and affect change in the financial lives of the clients she serves.

Grace lives in Cleveland Heights, OH with her husband Jamie, and daughters Helen and Frances. She graduated from Miami University (OH) Farmer School of Business, and is a CFA Charterholder.

Are you ready to get real financial guidance?

Working with GreenUp means getting advice from advisors who care.  We’ll help guide you through your financial life so that your wealth works for you.

Interested in talking? You may be surprised at what is possible.  Reach out to learn more.