Robert Graham, Jr. RICP®

Business Philosophy

My goal is to provide customized financial strategies for building wealth and creating a retirement income. Listening to each client carefully and helping them uncover what is important to them, their business, and families is where we begin in building a long term strategy together.

Qualifications

• 15 Years in Financial Services
• 8 years in banking reporting and reconciliation, and project management
• Smart Vestor pro from St. Augustine to New Smyrna Beach, FL and central including DeLand, Deltona, and Debary Florida.
• Member of Million Dollar Round Table

Robert is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC.

Individual Products and Services

• Advisory Accounts
• Mutual Funds
• Fixed and Variable Annuities
• Long Term Care Insurance
• Charitable & Estate Conversation Strategies
• Education Funding Strategies
• IRA Consolidation/401(k) & 403(b) Rollovers
• Asset Allocation Strategies
• Term, Whole, and Universal Life Insurance

Personal

• Married with a son and daughter attending school in St Johns County
• Resident of Julington Creek Plantation in St Johns, Florida
  Organizations: USTA Tournament Winner, NWTF

Business Products and Services

• Business Succession Strategies
• Retirement Solutions
• Executive & Employee Benefit Plans
• Tax Sheltered Annuities
• 401(k) & 403(b) Plans
• Group Variable Universal Life Insurance
• Group Disability Insurance

Ready to learn more about how Robert can help you as a Financial Advisor? Contact him today to get started.

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.
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Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Advisor Networks LLC and Capital Financial Strategies and is not sponsored or endorsed by Cetera Advisor Networks LLC nor Capital Financial Strategies.