Robby J. Graham, CFP®, CPA
Robby is a lifetime Memphian. He graduated from the University of Memphis on an athletic scholarship, where he lettered in baseball for four years. He and his wife, Courtney, still live in Bluff City today and are proud parents to three young children: Brady, Cecelia and Ty.
Robby began his career in financial services at Deloitte and Touche in the auditing arena. In 2017, he joined The Marston Group, performing tax compliance and planning for individuals, estates, trusts, partnerships and corporations. In addition to tax services, he helped his clients with cash flow management and adapted processes to build and improve organizational efficiencies.
Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a licensed CPA in Tennessee. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Robby is excited about collaborating with fellow Wealth Advisers to provide well-rounded strategies and is passionate about being a resource for his clients. His goal as a Wealth Adviser is to alleviate clients' financial stress so they can focus on the things that matter most to them.
His dedication to his work and commitment to excellence are expressed through his favorite Winston Churchill quote: "Success is not final; failure is not fatal: it is the courage to continue that counts."
Email: rgraham@coastalbridgeadvisors.com | Website: coastalbridgeadvisors.com
