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Meet the Team

Accredited Investment Fiduciary

Your Best Interest is the Focus

After 22 years as an advisor, I am proud of the course that materialized and my impact on the lives of those I helped. With my training and experience, I am confident in my ability to help draft an effective plan to help reach their financially enabled goals. Over the years, I have developed a personal approach to communicating comprehensive planning concepts and an unwavering commitment to seeing my clients can live their dreams. My practice rests on a steadfast commitment to delivering the best wealth management experience achievable.

We invite you to discover and experience the fit and finish of our service. Our clients benefit from near unlimited accessibility to a team that shares their commitment to achieve their goals. The dedication to service, time-tested portfolio strategies, and elevated technology are blended to maximize our client's probability for success. Every client has our undivided attention—from planning to implementation to ongoing monitoring.

JC Graham, CFP© AIF©

Portfolio Manager

(972) 736-8080

I began my career in 2001 with UBS where I completed extensive training and passed the CFP® exam. Even while enduring the awful market decline in 2008-09 at Merrill Lynch, I’ve never wavered in believing that I was meant to be a financial advisor. While with a regional firm from 2012 to 2018 I was able to focus on developing deeper personal relationships with clients. I am proud that over 90% of those clients joined me as I began Graham Wealth Management in 2019.

I am a proud husband (Jill, 1996) and father of two sons (Brennan, 2003, Braeden, 2006), and father to two loving tail-waggers (Abbey 2013, Sadie 2017). I’m truly blessed with a wonderful family. We have called Prosper, TX home since 2017.

Jill Graham

Client Service Associate

(972) 736-8080

Prior to becoming a stay at home mom, I served as executive assistant to the CFO of Lone Star Technologies, Inc. as well as the Vice President & Controller of Mary Kay Holding Corp. I Enjoyed my career and working outside the home. In addition to purpose and challenging life experience, I learned skills to effectively and efficiently run an office or a household. I am excited to be back in the professional world and doing so along side my husband. While I enjoyed being at home with our boys (Brennan & Braeden) its time for our best work yet.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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