Kelly Graham

Kelly Graham serves as Senior Vice President – Investments at B. Riley Wealth Management, based in Nashville, TN. In this role, Graham provides tailored investment strategies and comprehensive financial planning services to high-net-worth individuals and institutional clients. Her responsibilities focus on portfolio construction, long-term wealth management, and retirement planning.

With nearly four decades of experience, Graham has built expertise across multiple asset classes, including equities, fixed income, and alternative investments. She specializes in retirement income planning, wealth preservation, and personalized advisory services, often integrating tax-efficient strategies for her clients. Her previous tenure as Corporate Vice President, Financial Advisor at UBS further refined her approach to holistic financial advice.

Kelly Graham is a graduate of Middle Tennessee State University and holds respected industry credentials, including Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Asset Management Specialist® designations. Her notable career achievements center on delivering consistent client success and leadership in investment advisory across sectors including retirement, estate planning, and wealth transfer.