Gail Graham is an accomplished executive with extensive experience in the financial industry. She is highly regarded for her expertise in strategic planning, marketing, business development, and leadership. After graduating from Williams College, where she studied political science, Gail launched her career as a Senior Vice President at First Union. She later served as an Executive Vice President at Fleet Bank, where she was responsible for the Private Client Group. She then moved on to Fidelity Investments, where she was the Executive Vice President for IWS Marketing and Business Development. Gail later joined United Capital Financial Advisers, where she served as Chief Marketing Officer and Senior Vice President of Strategy and Execution. Currently, she is the Principal of Graham Strategy LLC.

Gail's professional background has made her an expert in Series 7 and Series 24. Her leadership skills, combined with her deep knowledge of the financial industry, allow her to provide valuable insights to clients. Her focus on strategic planning and execution has helped companies navigate through complex challenges with ease.