SAN
ANTONIO, Sept. 11, 2023 /PRNewswire/ -- SWBC
Investment Company is excited to announce that Kevin Graham has joined the company as Senior
Vice President – Wealth Management. In this role, he is responsible
for the strategy, design, development, and growth of the wealth
management division. He will ensure the team provides comprehensive
solutions, holistic financial planning, and personalized investment
portfolios through a client-centric approach, regular
communication, and smart risk management strategies.
"Kevin has been developing investment solutions for investors
and working with financial advisors for over 20 years," said
John Tuohy, CEO at SWBC Investment
Co. "As the financial markets continue to evolve, we believe now is
an opportune time to recruit top advisors to our platform and
deliver a number of private market offerings that will provide
investors with access to innovative investment solutions. Our goal
is to continue to build on the 47-year history of SWBC with focused
expertise in wealth management."
Graham has more than 20 years of experience in wealth management
services, client experience enhancements, and product management
oversight. Prior to joining SWBC, he was the Managing Director and
Head of Client Experience, Product Management, and Marketing at
Charles Schwab where he led the product vision, roadmap, pricing,
and go-to-market strategies for a portfolio of separately managed
discretionary accounts. In this role, he expanded the digital and
advisor capabilities to better serve clients and launched a new set
of personalized solutions. Before that, he led the conception and
development of many of USAA's Wealth Management Services'
capabilities, including its local offices and digital presence,
advisor practice management, risk management oversight and
mitigation, marketing tactics, and advisor software
implementation.
Graham earned an Executive Master of Business Administration
from The University of Texas at San
Antonio and a Bachelor of Arts from Rice University. He is a CERTIFIED FINANCIAL
PLANNER™ (CFP®), Chartered Financial
Consultant® (ChFC), and Certified Product Manager (CPM).
He also holds the FINRA Series 24, 66, and 7 licenses. In his free
time, Graham volunteers with Big Brothers Big Sisters (BBBS) and
the San Antonio Food Bank.
About SWBC
As a diversified financial services
company, SWBC provides financial institutions, businesses, and
individuals a wide range of insurance, mortgages, wealth
management, employee benefits, and more. Headquartered in
San Antonio, Texas, SWBC has
partners and divisions across all 50 states and manages business
around the world. No matter how wide its reach, SWBC always listens
to our customers' needs, analyzes their current situations, and
recommends customized solutions. For more information about our
innovative approach to personalized service, visit SWBC's website
at www.swbc.com. Securities offered by SWBC Investment Services,
LLC, member SIPC & FINRA. Advisory services offered by SWBC
Investment Company, a Registered Investment Advisor.
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SOURCE SWBC
