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78 Rocky Ridge Road
P.O. Box 1231 Dennis, MA 02638
Dennis , MA 02638

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Trish Graham

(508) 385-7888

 
Trish Graham

Simply put, I am a problem solver. Whether the issue is planning for retirement,  managing portfolios, evaluating properties, funding estate plans and trusts or helping clients resolve issues within families or with business succession strategies, I can break the problem into its smallest components and find a solution.

I started my practice over thirty years ago when women were practically non-existent in the financial services industry. Since that time I have built my practice by being creative, resourceful and determined. After receiving my Chartered Financial Consultant designation, I supervised a branch with numerous reps for several years. For the past 10 years, I have incorporated a real estate advisory component to my practice due to the fact that many of my clients began purchasing second homes and investment properties. In addition to working with individuals and small business owners, I provide advice and financial education to single, widowed and divorced women.

I hold Series 6, 7, 22, 24, 63 and 65 securities registrations and Life, Health and Annuity insurance licenses. 

I grew up in Dover, MA and currently reside on Cape Cod with my husband. I am on the board of directors of the Harwich-Dennis Rotary and am a member of Dennis Pines and Highlands Golf Clubs, Pelican Sound Golf and River Club, Hyannis Yacht Club. I am a former member of the Big Brother Big Sister Organization and also continue to mentor my little sister. I enjoy playing pickleball, golf, bridge and piano and spending time with my family. I also like to garden and re-purpose furniture.