Get to know Graham P. Williams, MBA, CFP®

Graham P. Williams, MBA, CFP®

Managing Member

Graham is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy.

Graham transformed a lifelong interest in investing and finance into a rewarding career. After graduating from college, he served for four years in the Marines, then joined the corporate world at American Express Financial Advisors. During this time, he learned the importance of financial planning and how it can help individuals and families.

In 1996, Graham left American Express and became an independent advisor. The formation of Williams Palmer in 2002 (now Optimist Retirement Group) was the culmination of almost a decade of experience in the financial industry and the realization of Graham’s commitment to a client-centered philosophy. Graham also published “The New Retirement Income Portfolio” in 2016.

Graham is a veteran of the United States Marine Corps. He has an engineering degree from Pennsylvania State University and an MBA from Pepperdine University.

In his free time, Graham pursues his other passion: golf!