Robert Graham, Jr. RICP®
Senior Wealth Manager
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
- 21 Years in Financial Services
- 8 years in banking reporting and reconciliation, and project management
- Member of Million Dollar Round Table*
Robert is a Registered Representative with Cetera Wealth Services, LLC, and an Investment Adviser Representative with Cetera Investment Advisers 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
- 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.
*Million Dollar Round Table (MDRT) is an independent membership organization of the insurance and financial service professionals. Membership levels are based on commissions, premiums, or fee generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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