Chris Graham

Senior Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist

Contact Me
Chris Graham

MY MISSION STATEMENT

Over the last 25 years I have strived to simplify my clients’ lives by providing customized strategies to building, preserving and transitioning wealth using Morgan Stanley’s world class resources.

My Story and Services

Professional Experience & Services

Welcome
There are few greater topics of importance than a client and their hard earned capital. The decision to become the steward of another’s capital is an awesome responsibility and a cherished privilege.

Investment Experience – from Wall Street to Main Street
I spent nearly two decades on Wall Street as an Investment Advisor working for leading global investment banks serving the most sophisticated institutional money managers in the industry. I’ve witnessed numerous market cycles, including the Technology Crash of 2000 and The Financial Crisis of 2008, and gained valuable insights from the experience.  I worked closely with Investment Bankers helping companies go public, raising capital for existing business, vetting investment ideas with seasoned Research Analysts, and collaborating with Traders to ensure best execution. It was an incredible learning experience that helped develop deep insights into the capital markets and hone my ability to understand the fundamental drivers of many business models.

Discover how differentiated Wealth Management translates in to better well-being
I now leverage my Wall Street experience on behalf of Private Clients to provide a Family Office approach of applying business principles to personal wealth.  Working closely with client legal and tax advisors helps address all aspects of a client’s plan – from estate planning, tax strategies, retirement, education and philanthropic planning.  I offer objective, comprehensive investment advice with advanced planning to families and executives with emphasis on asset management designed to preserve and protect wealth. As Senior Portfolio Manager,  I conduct primary research to formulate investment ideas which forms the core of my practice. I welcome the opportunity to consult with you to show you how I can create value to your investment process.

Access to Private Banking >

Services Include

  • Estate Planning Strategies
  • Financial Planning
  • Wealth Management
  • Professional Portfolio Management
  • Asset Management
  • Cash Management
  • Lending Products
  • Executive Financial Services
  • Retirement Planning
  • Sustainable Investing
  • Alternative Investments
  • Life Insurance
  • Business Planning
  • Business Succession Planning
  • Executive Benefit Services
  • Corporate Retirement Plans
  • Qualified Plans
  • Defined Contribution Plans
  • Stock Purchase Plans
  • Stock Option Plans
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Philanthropic Services
  • Endowments and Foundations
  • 529 Plans
  • Trust Accounts
  • Institutional Services
  • Trust Services*
  • Divorce Financial Analysis

Securities Agent: CA, CO, CT, DC, FL, GA, MA, MD, NM, NY, OK, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1310717


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 300 Crescent Court
  • Suite 120
  • Dallas, TX 75201


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Chris Graham today.

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