Fiona C Grant Boltz

Current Employers

Employment History

• 07/2011 → Present
  Bank Of America, N.A.
  Lancaster, PA
• 06/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lancaster, PA

Other Businesses

I*698244Entity Type: CharitableName of outside business organization: Willow Valley Communities Charitable FoundationInvestment related: NAddress of business: Willow Street, Pennsylvania, 17584Position, title, association: Board Member, DirectorStart date of relationship: 2/15/2022Number of hours devoted: 4 hours MonthlyNumber of hours devoted during trading hours: 4Duties: , As a result of my participation and leadership on the WV Communications Committee to raise awareness for the soon to be built Memory Care Center, I have been asked to serve as a member at large on the Willow Valley Communities Charitable Foundation Board I*: 386709Entity Type: CharitableName of OBA: Junior League of LancasterAddress: Lancaster, PA 17603Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 07/15/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Non-Profit organization committed to improving our community through projects that serve those in need. As the head of the Sustaining Committee, I will coordinate and oversee three business meetings for the Sustaining Advisory Committee. I*3516265, Entity Type: , Name of OBA: A G Irrevocable Trust, Address: Lancaster, Pennsylvania, 17602, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 01/12/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-10
• S63 Uniform Securities Agent State Law Examination
  1995-02-17

Other Names

• Fiona Catherine Grant
• Fiona C Grant