Client Portals

Robby J. Graham

Robby Graham is a lifetime Memphian. He graduated from the University of Memphis, where he attended on an athletic scholarship, lettering in baseball for four years. He and his wife, Courtney, still live in Bluff City today and are proud parents to two children, Brady and Cecelia.

Robby began his financial services career at Deloitte and Touché in the auditing arena. In 2017, he joined The Marston Group, performing tax compliance and planning for individuals, estates, trusts, partnerships, and corporations. In addition to tax services, he helped his clients with cash flow management and adapted processes to build and improve organizational efficiencies.

Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a licensed CPA in the state of Tennessee. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Robby is excited about collaborating with fellow Wealth Strategists to provide well-rounded strategies, and is passionate about being a trusted resource for his clients. His goal as a Wealth Strategist is to alleviate clients’ financial stress, so they can focus on the things that matter most to them.

His dedication to his work and commitment to excellence are expressed through his favorite Winston Churchill quote: “Success is not final; failure is not fatal: it is the courage to continue that counts.”

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