David C. Graham CRPC™

David joined LPL Financial in 2010, working as a Financial Advisor and LPL Investment Advisor Representative. He specializes in retirement planning, and retirement income strategies once retired.  In order to help his clients meet their objectives, David uses a collaborative approach to help his clients pursue their unique goals.

David strives to build long-lasting relationships with clients based transparency and open communication. By taking the time to understand their unique circumstances, goals, and aspirations, he develops tailored strategies that align with their values and priorities.

David is a 1990 graduate of Villanova University with a BS in Business Administration with a concentration in Finance and a minor in Sociology.  He earned his Chartered Retirement Planning Counselor (CRPC) designation in 2009 and has over two decades of experience as a financial advisor.

In his spare time, David enjoys all things outdoors, especially mountain biking, all Philly sports, and spending time with his wife, Mary Ellen and their twin daughters, Celia and Fiona.

My Guiding Values

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Use my range of skills, education, and industry experience to provide you with informed financial direction.

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Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

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My role as your valued financial professional is one I don't take lightly. I strive to meet every interaction with care and professionalism.

Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.

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