Advisors, Advocates, Champions.

Team-Based Wealth Management Built Around You

Who We Are

We are a team-driven wealth management firm that believes exceptional client service requires exceptional collaboration. We believe our integrated approach means you benefit from collective knowledge, proactive communication, and the confidence that comes from having multiple specialists focused on your success.

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Our Mission

To serve as a trusted advisor to our clients, making a meaningful and positive impact on their lives and legacies.

Managing Partners and Financial Advisors

Dexter J. Grafton, CPFA™, CFA®

Managing Partner, Private Wealth Advisor

Sarah E. Grafton

Managing Partner, Private Wealth Advisor

Sarah, a dedicated member of the financial industry since 2007, embarked on her journey after completing her education at the University of N. Florida. Her career is more than just numbers; it's a continuation of her father's legacy,...

William D Grafton IV, CFP®, CEPA®

Managing Partner, Private Wealth Advisor

407.794.9993

Will Grafton transitioned to a career in financial services in 2008 after graduating from the University of North Florida’s highly ranked financial planning program. He perceives investing as a process centered around individual goals....

Tanya M. Carroll, AAMS™

Senior Relationship Manager

407.794.9995

tanya.carroll@graftonwealth.com

Tanya Carroll has been in the financial industry since 1998, making the transition to private banking in 2002/2003, with Suntrust. She has worked with several financial firms since then, joining the Grafton family in 2015. Tanya has a...

Percy Canteenwalla

Senior Relationship Manager

407.794.9996

canteenwalla@graftonwealth.com

Percy joined the Grafton family in 2016, after serving as a United States Marine from 2002-2007, in the Iraqi Campaign, and then attending Seminole State College and University of South Florida. He is a Central Florida native, and grew...

Patrick Moberg

Wealth Planning Consultant

407.794.5984

patrick.moberg@graftonwealth.com

With nearly 20 years of experience in practicing law, Patrick Moberg is dedicated to helping families, individuals, and businesses preserve and manage their wealth through sophisticated estate planning strategies. Residing in Winter...

Eric Storts, CFP®, CWS®

Wealth Advisor

407.794.9968

eric.storts@graftonwealth.com

Eric joins our team as a Wealth Advisor, where he is dedicated to helping families navigate their financial lives with clarity, confidence, and purpose. Raised in Tampa, Florida, Eric developed a strong appreciation for community,...

William D. Grafton III

Senior Relationship Manager

407.794.9994

bill.grafton@graftonwealth.com

Bill has been in the financial industry since starting his firm in 1973. Since then, he has worked with clients to see them succeed and pass their wealth on to their children and grandchildren. He loved his career so much that he...

Laura Sexton

Wealth Manager

laura.sexton@graftonwealth.com

Laura Sexton has over 25 years of experience in financial services and recently returned after spending the past 20 years specializing in private markets research and investment due diligence. She was inspired to return to financial...

Keston Riley

Client Service Associate

407.794.9991

Keston.Riley@graftonwealth.com

Keston Riley brings over a decade of experience as a Client Service Associate to Grafton Wealth Advisors, having previously worked with esteemed firms such as Charles Schwab, Merrill, and most recently, Stifel. His extensive knowledge...

Dee Abernathy

Administrative Consultant

833.677.0980

dee.abernathy@graftonwealth.com

Dee is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses. She joins the Grafton Wealth Advisors team with over 10 years of experience keeping clients organized and informed....

Brooke Ober

Senior Marketing Consultant

Brooke is a Senior Marketing Consultant and an employee with LPL on the LPL Strategic Wealth Services team, providing tailored marketing strategies and growth solutions to premier LPL advisor firms. With over 12 years of experience in...

How We Serve You

Specialized Roles, Unified Service: Every aspect of your financial life is connected—so your advisory team should be, too. Our integrated team model ensures seamless coordination across investments, planning, and client service.
Proactive, Not Reactive: We anticipate, not react. We stay ahead of the market and ahead of your needs through regular check-ins, strategic reviews, and thoughtful outreach.
Institutional Expertise, Delivered Personally: Get access to deep research, sophisticated tools, and tailored planning—delivered with a boutique firm.
Clarity and Transparency: No hidden agendas. No product pushes. Just clear, straightforward advice from professionals who put your best interest first.

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Who We Serve

Individuals and Families
Whether you've built wealth or are driven to create it, we tailor your plan to what matters most to you—today and tomorrow.

Business Owners & Entrepreneurs
Leaders building or transitioning businesses who need sophisticated wealth management strategies that complement their entrepreneurial success.

Executives & Professionals
You’re focused on building your career. We help you build your wealth—with strategies as refined and forward-thinking as your profession.

Institutional Clients
You need investment management that meets your standards. We deliver research-driven, high-touch service that aligns with your mission.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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