The Graham Group Team Photo
The Graham Group
607 W 3rd St
Austin, TX 78701
512.397.1872
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Our financial planning process puts you and your goals front and center.
Welcome

The focus in working with you is to develop a customized financial strategy for you. While we understand the latest trends, risks and potential opportunities, when it comes to planning for your wealth the most important thing is understanding you. The team is committed to building a long-term relationship as we help you navigate financial complexities and possibilities. We take the time to get to know you—your unique concerns, priorities, risk tolerance, time horizon, liquidity needs and financial resources. As your life needs and market conditions inevitably change, we will meet to track progress and adjust your approach, as needed.

Recognition
Michelle Graham
Senior Vice President, Wealth Management Advisor
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Michelle Graham,

CFP®

Senior Vice President, Wealth Management Advisor
512.397.1872
Jennifer Hardy
Officer, Registered Wealth Management Client Associate
512.397.1886
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mary Elizabeth Murphy
Retirement Specialist
Bank of America, N.A.
Erron G Wilson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620175
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.