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Graham Williams, MBA CFP®

Graham Williams, MBA CFP®

Graham transformed a lifelong interest in investing and finance into a rewarding career. After graduating from Pennsylvania State University with a degree in Engineering, he served for four years in the Marines and then earned MBA from Pepperdine University.

After working in the corporate world, Graham joined American Express Financial Advisors, but the big firm environment was a poor fit for both clients and advisor. In 1996 Graham left American Express and went independent. The formation of Williams Palmer in 2002 was the culmination of almost a decade of experience in the financial industry and the realization of Graham’s commitment to a client centered philosophy.

Graham now lives in Scottsdale with his family.