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AG

Andy Graham

Director, Financial Advisor at Baird
Intro Book
Seasoned finance professional with 18 years of experience in banking, financial analysis, and portfolio management.
  • Claim this Profile
Location
Nashville, Tennessee, United States, US
Skills
  • Banking
  • Financial Analysis
  • Finance
  • Investments
  • Portfolio Management
  • Show all
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Bio

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Andy Graham is a seasoned finance professional with 18 years of experience in banking, financial analysis, and portfolio management. He has worked with top institutions, including Baird, Hilliard Lyons, and UBS, and holds a Master's degree from the Brock School of Business at Samford University.

Credentials

  • The Wharton School
    Securities Industry Institute Graduate - The Wharton School of the University of Pennsylvania
    Mar, 2013
    - Jun, 2026

Experience

  • Baird
    • Director, Financial Advisor
  • Baird
    • Greater Nashville Area, TN
    • Director, Financial Advisor
      • Oct 2019 - Present
      • Greater Nashville Area, TN
  • Hilliard Lyons
    • Greater Nashville Area, TN
    • Senior Vice President, Branch Manager, Assistant Branch Manager
      • Nov 2001 - Oct 2019
      • Greater Nashville Area, TN

      We serve individuals, families, businesses, and foundations and help them build, manage, preserve, and transfer wealth. Our custom wealth management strategies include portfolio management, retirement planning, education planning, risk management strategies and assistance with estate investment p...

  • UBS
    • Greater Nashville Area, TN
    • Financial Advisor, Vice President
      • Jul 2001 - Nov 2001
      • Greater Nashville Area, TN

      Financial advisor working with individual & institutional clients to grow, manage & protect their wealth

  • JC Bradford & Co., Hartford Life
    • Nashville, Tennessee
    • Wholesaler, Regional/Divisional Manager
      • Nov 1996 - Jul 2001
      • Nashville, Tennessee

      Territory Manager, later Divisional Manager, advisor education and client seminars/workshops in 30 states, structured products for asset protection, life insurance for trust & estate planning needs

  • AT&T/Bellsouth
    • Chattanooga TN, Birmingham AL, Nashville, TN
    • Financial Analyst, Account Manager
      • Feb 1986 - Oct 1996
      • Chattanooga TN, Birmingham AL, Nashville, TN

      Business Office Supervisor, Financial Analyst, later moved to Systems Designer/Account Manager for corporate accounts in the area of IP voice and data network integration, network security, project management, implementation, etc.

Education

  • 1991 - 1991
    Samford University
  • 1982 - 1986
    The University of Tennessee at Chattanooga

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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