Biography
Aaron Graham joined the firm in January 2021 as an Account Administrator and now serves as a Financial Analyst. He is involved in trust administration, special needs trusts, estate planning, investment management, and financial planning.
Aaron works closely with Wealth Counselors and Trust Officers to deliver a personalized and comprehensive wealth management experience for clients.
He holds dual degrees in Finance & Banking and Risk Management & Insurance from Appalachian State University and has earned the Certified Trust and Fiduciary Advisor (CTFA) designation.