Graham Wolfram joined Merrill Lynch Wealth Management in May 2018 as a Financial Advisor where he works with successful individuals and their families to help build, manage, preserve and transition their wealth. Prior to joining Merrill, Graham was responsible for implementing the preservation and growth of high net worth investments for 7 years at another leading firm. He holds a bachelor’s degree from the University of Kentucky in Animal Science with an Economics minor and has 16 years of experience cultivating and maintaining long-standing relationships with his clients.
Graham utilizes the vast resources within the firm, which features leading analysts and proven money managers in combination with respected independent industry publications to help clients make informed decisions. With focusing on clients immediate and long-term financial goals, Graham offers retirement planning, option strategies, fixed income analysis and estate planning strategies. In addition, he also works with clients to assist in their insurance needs and offers access to lending services through Merrill affiliates.
Graham resides in Port Washington, New York. Graham enjoys walks along the north shore with his dog, going to sporting events and traveling up state.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.