rogergrahamtx
rogergrahamtx
Roger Graham Financial Advisor on Tumblr
7 posts
Based in San Antonio, Texas, Roger Graham serves as the founder and CEO of Braintrust Capital, LLC, where he delivers client-centered portfolio management services. As a financial advisor, he excels in tailoring estate planning pathways to specific timeframes and risk tolerances, operating on an independent, fee-only basis that aligns his firm’s interests with those of his clients. Roger Graham provides families with clear roadmaps for growing, protecting, and transferring wealth to the next generation. Mr. Graham honed his multi-asset approach as a financial advisor through executive roles at firms such as Morgan Stanley and UBS Financial Services. Before establishing Braintrust Capital in 2022, he was a senior vice president with Wells Fargo Advisors, delivering portfolio management solutions. He has also led Rainworth Enterprises, LLC, and engaged as an economic development consultant with the City of Tacoma, Washington, while managing his client’s private equity assets. Over the past three decades, he has contributed time and effort to a variety of charitable causes. Serving on the executive board of the Diocese of West Texas, he has participated in the Member Reconciliation Commission and supported Habitat for Humanity.
Don't wanna be here? Send us removal request.
rogergrahamtx · 4 months ago
Text
0 notes
rogergrahamtx · 4 months ago
Text
0 notes
rogergrahamtx · 5 months ago
Text
0 notes
rogergrahamtx · 6 months ago
Text
0 notes
rogergrahamtx · 6 months ago
Text
0 notes
rogergrahamtx · 8 months ago
Text
0 notes
rogergrahamtx · 9 months ago
Text
1 note · View note