David Graham
First Vice President Investments at Janney Montgomery Scott Llc
Based in Philadelphia, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
2.6K
Contact information
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d•••••••@janney.com
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Background
About David Graham
With over 20 years of experience in the financial services industry, I've built my business around a client-centric philosophy, dedication to excellence, and interpersonal working environment. I have a proven track record of providing quality financial advice and I find a high degree of client/broker communication based upon trust, respect, performance, and integrity to be the foundation of my success. I specialize in mutual funds, tax-free and taxable bonds, and equities. I am assisted at Janney by my Senior Private Client Assistant, Renee Devlin, who has over 20 years of financial services experience. I help my clients accumulate, grow, preserve, and enjoy their wealth. I understand the uniqueness of every client and I develop a customized investment portfolio and long term plan tailored to fit each client’s particular needs. You can contact me at 215.665.6670 or davidgraham@janney.com.
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