Robby J. Graham, CFP®, CPA

Robby J. Graham, CFP®, CPA

Wealth Strategist, Waddell & Associates

Robby Graham is a lifelong Memphian who has built both his personal and professional roots in the city he proudly calls home. A graduate of the University of Memphis, he attended on an athletic scholarship and lettered in baseball for four years. Today, he and his wife continue to reside in Bluff City, Tennessee, where they are raising their three children.

Robby began his professional journey in financial services at Deloitte & Touche, working in the auditing arena. In 2017, he joined The Marston Group, where he focused on tax compliance and planning for individuals, estates, trusts, partnerships and corporations. Along with providing tax services, he supported clients with cash flow management and helped develop efficient operational processes to improve organizational performance.

A CERTIFIED FINANCIAL PLANNER® (CFP®) and licensed CPA in Tennessee, Robby is also an active member of both the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Robby is passionate about serving as a trusted resource to clients and collaborating with fellow Wealth Strategists to design well-rounded financial strategies. His mission is to ease clients' financial stress so they can focus on what matters most. He lives by a favorite Winston Churchill quote: "Success is not final; failure is not fatal: It is the courage to continue that counts."

Phone: (901) 767-9187 | Email: rgraham@wealthstrategists.com | Website: wealthstrategists.com

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