Bill Grigat, CFP®

If you find yourself navigating towards a new direction when charting your retirement, Bill Grigat can certainly understand your reasons. A New Jersey native who moved to Florida in 1978, Bill finds the warmer climate and abundance of active lifestyle choices more to his liking, as well.

The Grigats place an emphasis on family and look forward to the moments they can share.

CLIENTS ARE "EXTENDED FAMILY" IN BILL’S BOOK

Bill and his wife live in Ormond Beach because they enjoy all the activities and community organizations to which they lend their time and efforts. Bill has always been particularly fond of golf, and in Florida he can play year-round. He likes to unwind on the links with his clients, accomplishing two things: a chance to surpass his personal best on the course-just as he does in the office every day and the opportunity to get to know his clients better. Establishing one-on-one relationships is important to Bill, and he views those who entrust him with their retirement planning as part of his "extended family."

MAPPING A PATH THAT STAYS ON COURSE

As a dedicated father, son, and husband, the importance of family does not escape Bill. That’s why he works just as hard to help navigate you and develop a strategy so you can face your retirement with confidence. In his financial planning career, Bill sees himself as a financial architect, setting his sights on your financial goals and mapping out a plan designed to allow you the opportunity to live your retirement dreams with less worry. After all, you’ve worked hard your entire life and have certainly earned the right to relax with less worry in your golden years.

PLAN WELL, INVEST WELL, LIVE WELL

As owner and president of Anchor Certified Planners Group, Inc., Bill Grigat is on a mission. To put over three decades of financial planning and investment experience to work, mapping out strategies so you can enjoy your retirement without worry. If you’re retiring in Florida, contact The Man with the Plan for Retiring Floridians to discuss a customized strategy to help navigate through today’s financial challenges and chart a course to your retirement destination.

Richard E. Harman, III, AIF®

Phone: 800-782-1662

E-Mail: rich@billgrigat.com

Originally from Pennsylvania, Rich attended La Roche College in the Pittsburgh area. He moved to Florida in 2004, where he worked for two major residential housing builders in the area. After he married Karrie in 2006, he showed a strong interest for the financial industry and decided to join the business in March, 2007. Rich holds his Series 7, 66, 24 and Florida Life, Health and Variable Annuity Licenses. Currently working as a Financial Advisor and Registered Principal. He is also studying for additional designations within the financial planning profession to help further his career at Anchor Group. 

Rich has a passion for all the activities the great outdoors has to offer, including boating, fishing, golfing and hunting. His three children Leena, Liam and Luke are his real true loves in life, along with his wife, Karrie.

Colin Gray

Phone: 386-455-0015

E-Mail: colin@billgrigat.com

Colin graduated from the University of South Florida in 2009 with a Bachelors degree in Communications. He joined the firm in 2011 and holds the Series 7, 66, and Florida Life, Health, and Variable Annuity Licenses. Currently working as a Financial Adviser, he is also studying for additional designations within the financial planning profession to help further his career at Anchor Group. Colin has a passion for the outdoors, including fishing, boating, golfing, and mountain biking. 

Colin is married to his high school sweetheart Lauren and have three children, Blake and Bennett and Annalise. They also have a boxer named Emma.

Elias Chaikin, CFP(R), EA

Phone: 800-782-1662

E-Mail: elias@billgrigat.com

Originally from California, Elias entered the personal financial planning field in 2012 and completed his Certified Financial Planner® (CFP) certification in 2015.  Elias worked as a financial analyst for Lincoln Financial Advisers specializing in retirement distribution planning and hospital executive retirement plans.  Additionally, he is an active Enrolled Agent who has experience in tax representation and preparation.  He utilizes a holistic approach to financial planning, focusing on investment tax strategies.

Elias has a passion for developing and growing the community he works in.

E. Keith Jones, ChFC®

Phone: 386-455-0015

E-Mail: Keith@anchoradvisorgroup.com

Keith has 28 years experience in the financial industry and holds the Chartered Financial Consultant designation, Series 6,7,66 and the Florida Life, Health, and Variable Annuity Licenses. Keith completed his financial studies regarding Financial Planning and Investments through the American College of Financial Services. Keith has played an important role in helping many area families reach their financial goals and dreams.

Keith is a lifelong resident of this area. He and his wife Dawn have been married for 28 years. They have two children and two grandchildren. He devotes his time weekly as the Praise Team leader at his church. Keith has a passion for boating, singing, exercising and enjoying the outdoors. He also loves spoiling his grandchildren every chance he gets.   

JoAnne Bowlus

Phone: 800-782-1662

E-Mail: JoAnne@billgrigat.com

Originally from Long Island New York, JoAnne moved to Florida in 1989. She joined Anchor Group in 2009 as Bill’s personal assistant. JoAnne has her Bachelors in Business Management & Supervision. She holds her Series 6 license as well as Life Health and Variable Annuity. She has two children, Shaun and McKenzie. 

In her free time, JoAnne enjoys playing golf, going to the beach, and spending quality time with her children.

Alyssa Ray

Phone: 800-782-1662

E-Mail: alyssa@billgrigat.com

Alyssa Ray is the marketing director at Anchor Group. She also prepares account servicing paperwork. Alyssa is an Ormond Beach native and joined the Anchor Group in May of 2014.  She attended Daytona State College and the University of South Florida. Alyssa married her husband in 2018. 

In her free time, she enjoys traveling and boating. 

Roberta Ford

Phone: 800-782-1662

E-Mail: roberta@billgrigat.com

Originally from South Carolina, Roberta received her Bachelors in Business Administration from Claflin University.  She is the spouse of 20 years to a Retired United States Marine.  Together they have one daughter.  

She enjoys family time, watching her daughter compete and volunteering with the youth.

Paula Bolwerk

Phone: 386-455-0015

E-Mail: paula@billgrigat.com

Paula is originally from White Oak, PA and moved to Ormond Beach in 1978. She graduated from Seabreeze High School and Daytona State College. Paula joined Anchor Group in February 2017 as an Administrative Assistant in the Port Orange branch office. Paula has completed her Life, Health, and Variable Annuity certification.

Paula enjoys spending time with her children whenever possible.