Client Concierge, Elite Financial Management
Relationship Manager, RJFS

Graham (25) was born and raised in Tyler, Texas where he graduated from Robert E Lee high
school. He attended the University of Oklahoma, where he received his bachelor’s degree in
Economics in 2019. He moved to Dallas upon graduation and accepted a job with Elite Financial
Management straight out of college.

Graham began his career with Elite Financial Management working as a paraplanner/client
concierge while getting to learn from some of the most experienced and distinguished
colleagues in the business. He is currently working on obtaining his Series 7 securities license,
so he can achieve his goal of becoming a financial advisor.

In his free time, you can find Graham at the golf course, at the lake, or somewhere surrounded
by his friends and family enjoying the times well spent together.