Ken Graves
Financial Advisor
For more than three decades, Ken has provided comprehensive financial guidance to help clients achieve their financial goals. He specializes in serving business owners, pre-retirees/retiree clients with complex estate and asset management needs. His expertise includes business succession planning, asset and risk protection, tax strategies, college and retirement planning, estate preservation, investments, and strategic asset allocation. He also supports closely held businesses with the process of designing, evaluating, and installing tax qualified retirement plans.
Ken is committed to cultivating strong advisory relationships and collaborates closely with clients’ legal and tax professionals to ensure coordinated, effective outcomes.
Prior to serving as a financial advisor, Ken was a CPA working in public accounting and then in various Controller and Vice President of Finance positions within large corporations. Educational background includes a BS in accounting from Florida State University and an MBA – with a concentration Finance from George Washington University.