Graham Wealth Management

Graham Wealth Management company information, Employees & Contact Information

I have been serving the financial planning and investment management needs of affluent individuals and their families since 2001. I began my career with the firm that most now know as UBS Financial Services. After spending 4 years with Merrill Lynch, I wanted a less rigid structure and joined Southwest Securities (now Hilltop Securities). Seeking more flexibility to serve my after 18 years with large firms, I made the decision to open Graham Wealth Management - my opportunity to demonstrate that clients hire the person, not the brand name. I’m an open book and address any questions about becoming an independent financial advisor. JC is a registered representative offering Securities and Advisory Services through United Planners Financial Services. Member: FINRA SIPC Graham Wealth Management and United Planners are independent companies.
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