Jim Graham

Jim Graham, CFP Vice President

Jim Graham graduated from the University of Tennessee with a Bachelor of Science degree in accounting in 1976. He was previously certified and worked as a Certified Public Accountant from 1976 to 1983. Mr. Graham began his career in financial planning with IDS in 1983. He joined Master Financial Group in 1986 and was with Master Financial in 1991 when it merged with Evergreen Consulting, Inc. He obtained his Certified Financial Planner (CFP) designation from the College of Financial Planning in 1987. Jim Graham is known for his specialty work with individuals and businesses in the areas of wealth transfer, investments and retirement planning. Mr. Graham has served as chairman of various committees with the Kiwanis Club of Chattanooga and in leadership roles with the Chattanooga Area Chamber of Commerce.

Registered Representative Offering Securities and Investment Advisory Services Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC.

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