Graham Pearce, Cfa, Cima janiffer.pearce@raymondjames.com & | Graham has been providing sound financial guidance and advice for twenty-five years. Formerly a financial advisor for Merrill Lynch and Morgan Stanley Smith Barney, Graham's extensive experience in the investment industry has provided him with a broad base of knowledge which he maintains through continuing education. He provides his clients with a thorough review and analysis of estate planning, retirement saving, taxation, college saving and asset protection issues. Graham focuses on developing financial plans based upon the specific needs and goals of each of his clients, and monitoring and adjusting those plans to meet his clients' changing needs. Graham believes that understanding his clients' goals and working together as a team results in successful financial planning. He accomplishes this through open communication, client education and relationship building. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Specialties: Retirement planning, estate planning, 401K plans, IRA distributions, asset allocation, asset protection, lifetime income, portfolio reviews, portfolio models, financial planning, life insurance, long-term care insurance .

Graham Pearce, Cfa, Cima

Graham has been providing sound financial guidance and advice for twenty-five years. Formerly a financial advisor for...

Encinitas, Encinitas, United States

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Graham Pearce, Cfa, Cima’s Emails [email protected]

Graham Pearce, Cfa, Cima’s Phone Numbers No phone number available.

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Graham Pearce, Cfa, Cima’s Location Encinitas, Encinitas, United States

Graham Pearce, Cfa, Cima’s Expertise Graham has been providing sound financial guidance and advice for twenty-five years. Formerly a financial advisor for Merrill Lynch and Morgan Stanley Smith Barney, Graham's extensive experience in the investment industry has provided him with a broad base of knowledge which he maintains through continuing education. He provides his clients with a thorough review and analysis of estate planning, retirement saving, taxation, college saving and asset protection issues. Graham focuses on developing financial plans based upon the specific needs and goals of each of his clients, and monitoring and adjusting those plans to meet his clients' changing needs. Graham believes that understanding his clients' goals and working together as a team results in successful financial planning. He accomplishes this through open communication, client education and relationship building. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Specialties: Retirement planning, estate planning, 401K plans, IRA distributions, asset allocation, asset protection, lifetime income, portfolio reviews, portfolio models, financial planning, life insurance, long-term care insurance .

Graham Pearce, Cfa, Cima’s Current Industry Vestra Financial Group LLC

Graham Pearce, Cfa, Cima’s Prior Industry
Merrill Lynch | Morgan Stanley Smith Barney | Vestra Financial Group LLC

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Work Experience

Vestra Financial Group LLC

President & CEO

Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Morgan Stanley Smith Barney

Financial Advisor

Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Merrill Lynch

Financial Advisor

Fri Jan 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)

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FAQ About Graham Pearce, Cfa, Cima

Graham Pearce, Cfa, Cima is located at
Encinitas, Encinitas, United States

Graham Pearce, Cfa, Cima is a
Graham has been providing sound financial guidance and advice for twenty-five years. Formerly a financial advisor for Merrill Lynch and Morgan Stanley Smith Barney, Graham's extensive experience in the investment industry has provided him with a broad base of knowledge which he maintains through continuing education. He provides his clients with a thorough review and analysis of estate planning, retirement saving, taxation, college saving and asset protection issues. Graham focuses on developing financial plans based upon the specific needs and goals of each of his clients, and monitoring and adjusting those plans to meet his clients' changing needs. Graham believes that understanding his clients' goals and working together as a team results in successful financial planning. He accomplishes this through open communication, client education and relationship building. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Specialties: Retirement planning, estate planning, 401K plans, IRA distributions, asset allocation, asset protection, lifetime income, portfolio reviews, portfolio models, financial planning, life insurance, long-term care insurance . Vestra Financial Group LLC

Graham Pearce, Cfa, Cima currently works in the
Vestra Financial Group LLC

Graham Pearce, Cfa, Cima specializes in
Graham has been providing sound financial guidance and advice for twenty-five years. Formerly a financial advisor for Merrill Lynch and Morgan Stanley Smith Barney, Graham's extensive experience in the investment industry has provided him with a broad base of knowledge which he maintains through continuing education. He provides his clients with a thorough review and analysis of estate planning, retirement saving, taxation, college saving and asset protection issues. Graham focuses on developing financial plans based upon the specific needs and goals of each of his clients, and monitoring and adjusting those plans to meet his clients' changing needs. Graham believes that understanding his clients' goals and working together as a team results in successful financial planning. He accomplishes this through open communication, client education and relationship building. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Specialties: Retirement planning, estate planning, 401K plans, IRA distributions, asset allocation, asset protection, lifetime income, portfolio reviews, portfolio models, financial planning, life insurance, long-term care insurance .