Brandi Graham

Brandi joined the firm in May of 2007 bringing twenty-five years of banking and management experience in the areas of client service, auditing, accounting, and trust and estate administration. Brandi’s analytical and organized style enables her to effectively communicate complex concepts to clients.

CREDENTIALS

  • Certified Financial Planning ® Practitioner
  • Certified Trust and Financial Advisor
  • Cannon Financial Institute – Trust School
  • American Institute of Banking Graduate
  • Empire State College, BS Business Management & Economics Concentration – Financial Planning
  • Corning Community College – Business Administration Degree
  • Member Financial Planning Association
  • Member Institute of Certified Bankers

COMMUNITY SERVICE & ACTIVITIES

  • Finance Committee – St. Thomas’ Church
  • St. Thomas’ Community Ringers
  • Past Board of Directors – Bath Country Club
  • Extensive history of community service
  • Past Board Member and Educational Director – American Institute of Banking
  • Distinguished Past President – Bath Kiwanis
  • Past recipient of the Kiwanian of the Year Award
  • Past recipient of the Greater Bath Area Chamber of Commerce – Business Woman of the Year Award

BACKGROUND

After completing her first career in banking, Brandi made the decision to begin a second career with JGUA where she could focus on helping families achieve their financial goals. As a result of Brandi’s background as an Audit Manager and Senior Trust Officer, she has a keen eye for detail and a vast array of knowledge which are natural complements to the firm’s holistic and coordinated approach to the financial planning process.

AREAS OF CLIENT SERVICE

  • Trust and Estate Planning
  • Education Planning
  • Retirement Analysis
  • Tax Preparation and Planning
  • Investment Allocation
  • Risk Management
Brandi B. Graham, CFP®
Account Executive