PROFESSIONAL PROFILE
The Graham Group has been offering knowledgeable financial advice and wealth management services for more than 32 years.
We advise Merrill Lynch clients who have more than one million dollars in corporate, family and individual assets. The Graham Group has extensive experience assisting the Firm's high-net-worth clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, estate planning strategies, private money management, and concentrated stock strategies, as well as debt management, including home financing options.
Our clients are comprised of families with emerging wealth and individuals, corporate executives and business owners who value the disciplined approach we bring to each relationship.
We believe that a successful wealth management strategy looks at the big picture. The Graham Group endeavors to establish deep and valued relationships with clients to truly learn of their needs and aspirations.
Carla Graham, a Merrill Lynch Vice President and Wealth Management Advisor, has more than 32 years of experience providing financial and wealth management advice and services. A graduate of Texas State University, Carla joined Merrill Lynch in 1978. Her primary areas of practice include client relationship management, while specializing in financial and investment-based solutions, estate and wealth transfer issues, and money management. Carla also focuses on small business financing needs and solutions.
Irene Pace, a Merrill Lynch Registered Senior Associate, is often your first point of contact with The Graham Group. She has been with Merrill Lynch for more than 30 years. Irene has served in various roles, first at our account service center, and for the past 19 years, with the Private Client Group. Her dedication to service has earned her countless accolades of recognition, including an award named for her in one of our associate offices.