Mary Graham

Mary Graham

Chief Operating Officer

Mary Graham joined the financial services industry and the firm in August, 2005.  She handles all compliance reporting and back office duties.  

Mary also manages the income tax preparation unit having previously worked for H&R Block and Jackson Hewitt.  

She maintains the Series 6 and 63 securities registrations, and the Florida Life, Health and Variable Annuity license.

Phone 850.668.3885
Fax 850.668.3891