Brett Graham

Brett started his financial advisor career in 2014 with New England Securities. He then worked for MetLife Securities, Waddell & Reed, and Citi Bank before opening his own LPL Financial branch with Sam Petetti in 2019. Brett concentrates in a holistic financial planning process to help his clients pursue their goals.

Before Brett became a financial advisor he served his country in the US Army, Department of Defense, and State Department where he completed multiple tours of duty to Iraq and Afghanistan. In his free time Brett enjoys golfing, woodworking, camping, and spending time with his family.

Brett holds Series 7 and 66 securities licenses with LPL Financial as well as Life & Health insurance licenses.