Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Meet The Team

Each associate at Graham Capital Advisors is committed to helping as many people as possible grow and preserve what they’ve worked so hard to earn. Over the past decade, we’ve helped hundreds of families reach their financial goals and live the retirements they’ve imagined.

The team at Graham Capital Advisors can offer investment and insurance products that provide more options for building the income you need to support yourself and your family. As fiduciaries, we are required to put our clients’ needs above our own. That means “good enough” won’t cut it. Instead, before we recommend a product or investment, we work to help ensure it is the very best solution for that client’s unique financial situation.

If you’ve ever wondered, “Can I retire?” or “Am I investing properly?”, we can help. Our advisors can help create a custom financial roadmap that can help you get clear on where you are now and show you exactly how to move toward where you want to end up.

David Graham

Master Certified Estate Planner

Jack McQuaid

Lead Estate Planner

Keith Boland

Insurance Operations Associate

Marie Grenchik

Office Director

Shirley McQuaid

Marketing Manager/Sarasota Office


Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 813.645.1233.