We take a holistic approach to our clients' needs—worth is woven throughout the economy of life.

Thoughtful. Intelligent. Strategic.

Robert Graham, President, understands that when clients invest, they invest their past, present and future well-being with him. In return, he strategically guides them in the same way he would a dear friend.

Advising is personal.

Bob Jr. began his career in investment management as a financial consultant with Raymond James Financial Services in 1989. In 1995, he became the Branch Manager of the Wilkes-Barre, Pennsylvania location. He joined Riggs Asset Management four years later as a Senior Investment Officer and Principal.

Today, Bob Jr. provides portfolio management, along with business, retirement, life, and strategic planning for clients. He believes every client’s needs must be met with unwavering security and support. To this end, he thoroughly enjoys performing Macro Research to identify and utilize longer-term global trends to every client’s advantage, paving the way to a secure future.

Experience delivers insight.

Bob Jr. was born in Arizona and raised throughout the Continental United States, Alaska, Asia, and the Middle East. After graduating from high school in Seoul, South Korea, he served with the United States Coast Guard.

After completing his military service, he earned a Bachelor of Science degree in economics from The Pennsylvania State University. He then joined the Defense Contracting Unit at Loral Corporation.

Bob Jr.’s experience assimilating to different cultures, serving in the military, and then working in business before becoming a financial advisor helped him realize how important it is to be present, inquisitive, and respectful of all relationships in life.

He is an active member of the community. Bob Jr. is the Immediate Past Chair of the Board of the Wilkes University Family Business Alliance and Former Chair of the Board of The North Branch Land Trust.  He also serves on the Board of Directors of the Greater Wilkes-Barre Development Corporation. Previous volunteer activities include serving on the Boards of Leadership Wilkes-Barre, Diamond City Partnership, and serving as a member of the Director’s Leadership Group for the William G. McGowan School of Business at King’s College. Bob Jr. is a 2002 graduate of the Leadership Wilkes-Barre Executive Series.