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Our financial advice team


Graham Edwards, Financial Advisor serving the Lakewood Ranch, FL area - Ameriprise Advisors

Graham Edwards

Financial Advisor

Franchise Owner
Gratium Wealth Planning
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • FINRA SIE License - Securities Industry Essentials
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 65 License - Uniform Investment Adviser Law

Education

  • B.A. Concentration Economics - Oakland University (Rochester, MI)

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023
  • Gratium Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2025

Interests

  • Family
  • Watersports
  • Vespa scooters
  • Rollerblading