Kelly Graham

Kelly Graham is a highly experienced professional in the investment and wealth management field, with over 30 years of expertise. Alongside their partner, Ed Johnson, they cater to the second and third generations of client families.

Their approach is rooted in time-tested methodologies, augmented by current research and information. They prioritize real investment returns over relative performance and strive to bring clarity to clients by working collaboratively with them.

Kelly holds a Bachelor's Degree with a double major in Economics & Finance and Political Science / Public Administration from Middle Tennessee State University.

With an extensive career history, Kelly has held notable positions including Senior Vice President, Financial Advisor at B. Riley Wealth Management, Corporate Vice President roles at both UBS and Prudential Financial, Sales Manager positions at UBS, and Associate Vice President titles at Prudential Financial.

Registered in multiple states including AL, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, NC, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, Kelly Graham is well-equipped to assist clients across various regions.