David Graham

David H. Graham Jr. brings over 35 years of financial market experience to his role as a portfolio manager and wealth advisor. He works closely with individuals and institutions to oversee their investment strategies, offering thoughtful financial solutions designed to preserve and grow wealth over time. Having led teams of portfolio managers responsible for both taxable and tax-exempt fixed income trusts and mutual funds at a regional Virginia bank, David combines deep market insight with a steady, relationship-driven approach to wealth management.

What David values most about his work is the personal connection he builds with each client. His mathematical background from Lynchburg College gives him the analytical precision needed for complex portfolio management, while his decades of experience give him the perspective to help clients navigate every stage of their financial journey with confidence.

A lifelong Virginian, David was born and raised in Lynchburg and later moved to Richmond, where he met his wife and raised their two daughters. Outside of work, he is an avid golfer who enjoys both social rounds and competitive play.