LEGACY BUILDERS

WEALTH MANAGEMENT

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Advisors

 

At Legacy Builders Wealth Management, our Advisors, listen to the needs of our clients. Afterwards, we put a plan together to help our clients reach, their goals.  We reassess our clients goals and course of action, according to their changing needs.

 

Terry R. Graham* (Investment Advisor Representative)

Life, Health, Annuities Licenses (Alabama, Delaware, Florida, Georgia, Hawaii, Maryland, North Carolina, South Carolina, Tennessee, Texas, and Virginia) 

Registered Representative, Ameritas Investment Corp: Series 6, 26, 63 and 65 (Alabama, Delaware, Florida, Georgia, Hawaii, Maryland, North Carolina, South Carolina, Tennessee, Texas, and Virginia) 

Terry R. Graham is married to Susie Graham.  He has two children, Terry Graham II and Tiffany Graham.  

Terry was born in Baltimore, Maryland, in October 1965.  He joined the military upon graduating from Woodlawn Senior High School, in 1983.  In the military, he studied IT at City Colleges of Chicago, while stationed, in Mons, Belgium.  

Terry's goal as a Financial Advisor is to manage wealth for his clients and help them build legacies for their families.

After leaving the U.S. Army in 1992, he became an Information Technology Contractor, for the U.S. Military.  His Military career and Contract work has allowed him to travel throughout the United States, Europe and Asia.

His goal as a financial advisor, is to manage wealth and help build legacies, for his clients and their families.

 

Evangelyn "Susie" Graham (Life Insurance Agent)

Life and Fixed Index Annuity Licenses (Georgia) 

Susie Graham is a seasoned Information Technology Management professional. She has worked in Software Quality Assurance over 20 years serving the Broadcast Media, Finance and Travel industries.

Susie earned a Bachelors of Science Degree in Computer Information Systems from DeVry University. She resides in Mableton, GA with her husband Terry and daughter Tiffany.

As CFO, she focuses on the bottom line for Legacy Builders Wealth Management, along with helping clients keep more of their bottom line, through budgeting.

LEGACY BUILDERS

WEALTH MANAGEMENT
Talk to an advisor today

Talk to an advisor today and get started on your short- and long-term financial plans. Your WS Financial advisor is ready to help by meeting with you one-on-one, face-to-face.

 

Call us today 404.514.2232 or email us at terry.graham@capitalchoiceinvest.com to book an appointment.

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