Michael Graham
President,CFP at John Graham and Associates | East Peoria, Illinois, United States
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Michael Graham, as the President and Certified Financial Planner (CFP) at John Graham and Associates (JGA), brings over two decades of experience in financial planning and investment management. Co-founding JGA in 1996 with his father, John, Michael has dedicated his career to empowering individuals and families to achieve their financial goals through comprehensive planning and tailored investment strategies. Under his leadership, JGA has developed a reputation for its holistic approach, ensuring that clients receive personalized solutions that encompass retirement income planning, education savings, and risk management.
In his current role, Michael collaborates closely with community-minded financial institutions to enhance their non-interest income by establishing and managing successful investment services divisions. His expertise in strategic planning and financial analysis allows him to identify opportunities for growth and innovation within the financial services sector. Michael is particularly passionate about mentoring emerging financial advisors, guiding them in their professional development and helping them navigate the complexities of the industry.
Key projects that Michael has spearheaded include the implementation of advanced investment platforms that streamline client interactions and improve service delivery. His commitment to customer service and relationship management has fostered long-term partnerships with clients and institutions alike. As JGA continues to expand as an independent broker/dealer, Michael remains focused on attracting talented financial advisors who share his vision of providing exceptional financial guidance and support. Through his leadership, JGA is poised to make a significant impact in the financial planning landscape, helping clients secure their financial futures with confidence.
President,CFP at John Graham and Associates in May 1996 to Present
President & Co-founding Member at Midwestern Securities Trading Company, LLC in April 2000 to Present
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Investments
Strategic Financial Planning
Finance
Management
Banking
Customer Service
Insurance
Retirement
Securities
Strategic Planning
Investment Advisory
Financial Analysis
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Discover more about John Graham and AssociatesWhat is Michael Graham email address?
Email Michael Graham at [email protected]. This email is the most updated Michael Graham email found in 2026.
What is Michael Graham phone number?
Michael Graham phone number is +14042276548 and +13096458761.
How to contact Michael Graham?
To contact Michael Graham send an email to [email protected]. If you want to call Michael Graham try calling on +14042276548 and +13096458761. (updated on September 13, 2024)
What is Michael Graham net worth?
Michael Graham has an estimated net worth of $150,000 to $249,999
What company does Michael Graham work for?
Michael Graham works for John Graham and Associates
What is Michael Graham's role at John Graham and Associates?
Michael Graham is President,CFP
What industry does Michael Graham work in?
Michael Graham works in the Financial Services industry.
Michael Graham Email Addresses
Michael Graham Phone Numbers
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