Graham is a seasoned wealth advisor who creates customized wealth plans for families in need of a high level of involvement in managing the complexities of their wealth. Recognizing the many unique challenges of managing family wealth, Graham seeks to help his clients simplify complex financial issues with understanding and precision.

Graham has a different style than many of his peers; he begins by scrupulously listening to what you have to say. By reversing the typical order of measuring your values first before valuing your asset, the big picture becomes clear to him—and to you. The collaborative nature of his process puts you in the driver’s seat with regard to your future. Not only will you feel understood, but also confident in the knowledge that we are helping you effectively manage all the dimensions of your wealth, not just your money.

Graham has more than a decade of experience in the financial services industry. He comes to RBC Wealth Management from Morgan Stanley Smith Barney, and prior to that from Bear Stearns, where, as a managing director, he was involved in the successful creation of the firm’s first wealth management platform.

Graham holds an MBA from Brigham Young University’s Marriott School. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Chartered Financial Analysts Society of Los Angeles.

Graham supports causes that serve the needy and homeless of Los Angeles. He also currently serves on the board of directors for the Supporters of the LAPD Commercial Crimes Division. Graham lives in Newport Beach with his wife and three children.