About Kelly Graham, AAMS®, CRPC®, AWMA®
Senior Vice President, Investments
Independent Financial Advisor
Kelly Graham has four decades of financial services experience and is a dedicated supporter of area non-profit organizations. A Tennessee native, she holds the Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Asset Management Specialist® certifications through the College for Financial Planning. This unique combination of expertise and perspective allows Kelly to provide valued financial counsel to business owners, their extended families and others seeking to build a secure future for themselves and their loved ones.
A 40-year veteran of the industry, Kelly joined B. Riley Wealth Management in 2016. She’s a graduate of Middle Tennessee State University with a bachelor’s degree in economics and finance.
Contact Kelly today to learn more about how she and B. Riley Wealth can help you and your family reach your financial goals.