Marcus Graham

Marcus Graham, CFP®
Premier Advisor

1610 Woodruff Road

Greenville, SC 29607

Marcus.Graham@Truist.com

Phone (864) 315-3810

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About me

Background

I am a Premier Advisor with Truist servicing the Greenville, SC Market offering experience in the Financial Service Industry since 2022. As a Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration
Winona State University

Personal interests

When not at work, I enjoy spending quality time with my wife and 2 kids, hiking/running and volunteering with various ministries in our local church.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Wills, trust, wealth transfer, estate administration and settlement, and more

Locations

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