LinkedIn | email@example.com
As part of KB Financial’s Wealth Management team, Graham strives to provide a clear pathway for clients to achieve their financial goals. With over 13 years of knowledge, his knowledge is within the realms of retirement planning, risk management, alternative investments, business continuity strategies, and estate planning. Prior to serving as a Managing Director of Wealth Management at KB Financial, he spent several years at multiple prestigious firms including JP Morgan and Morgan Stanley which helped to form his unique, holistic approach to financial planning.
Graham graduated from SUNY New Paltz in 2007 with an undergraduate degree in Finance and a minor in Economics. He also maintains his FINRA Series 7 and 66 securities registrations in addition to a Life, Accident, and Health Insurance license (CA Insurance License #0M90512).
In his leisure time, Graham enjoys traveling with his wife and daughter and giving back to the community through free financial literacy courses.