Director, Wealth Management at KB Financial Companies
As a Wealth Advisor at KB Financial, Graham strives to provide excellent service and a clear pathway to help clients achieve their financial goals. He joined KB after working with several prestigious firms including JP Morgan and Morgan Stanley which helped to form his unique, holistic approach to financial planning. Graham received his degree in Finance with a minor in Economics from SUNY New Paltz and maintains his FINRA Series 7 and 66 licenses as well as Life, Accident, and Health Insurance licenses. Outside of the office, he enjoys traveling with his wife and daughter, listening to music and exploring new culinary experiences.
Director, Wealth Management