Designations and Licenses

Graham is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Graham believes an effective planning engagement starts with understanding the client before attempting to create a plan. Collaborative and integrated wealth management can involve many parties and disciplines. He takes pride in successfully coordinating the advisor team participants to increase the efficiency and success of client plans.

Prior to joining Mariner, Graham was a senior wealth advisor with Cedar Rowe Partners in Atlanta. His primary focus was on executive compensation, income tax, estate and investment management.

He has a Master of Business Administration with a concentration in finance and a Bachelor of Business Administration in finance from the Raymond J. Harbert College of Business at Auburn University.