Trish Graham Email & Phone Number

Simply put, I am a problem solver. Whether the issue is planning for retirement, creating income streams for retirees, managing portfolios, evaluating properties, funding estate plans and trusts or helping clients resolve issues within families or with business succession strategies, I can break the problem into its smallest components and find a solution.I started my practice over thirty eight years ago when women were practically non-existent in the financial services industry. Since that time I have built my practice by being creative, resourceful and determined. After receiving my Chartered Financial Consultant designation, I supervised a branch with numerous reps for several years. For the past 10 years, I have incorporated a real estate services component to my practice due to the fact that many of my clients began purchasing second homes and investment properties. In addition to working with individuals and small business owners, I provide advice and financial education to single, widowed and divorced women.I hold Series 6, 7, 22, 24, 63 and 65 securities registrations and Life, Health and Annuity insurance licenses. I am licensed to practice in MA, FL and NH.In March, I saw that PPE's and masks would be in very short supply. I emailed my groups looking for sewers, that's the kind that sews, and put together a group of dedicated women including high schoolers, set up a mask making project, raised funds, sourced material and elastic and to date have made and donated well over 6,000 masks. I grew up in Dover, MA and currently reside on Cape Cod with my husband. I have served on the board of directors of the Harwich-Dennis Rotary and the Community Service board and am a member of Dennis Pines and Highlands Golf Clubs, Hyannis Yacht Club and the Dennis Pickle Ball Club.

Listed skills include Strategic Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, and 16 others.