Broker Check

Dexter J. Grafton, CPFA™, CFA®

MANAGING PARTNER, PRIVATE WEALTH ADVISOR

Dexter entered the financial industry after growing up with a father who clearly enjoyed being a financial advisor. He graduated from Florida State with a bachelor in the science of finance, then joined the family firm in January 2013. His favorite aspect of his career is getting to know his clients, providing highly customized advice and strategies, and watching as his clients work toward their financial goals.

Dex and his wife, Megan, keep busy outside the office with 3 young children.

Dex holds his Series 7 and 66 licenses through LPL Financial and also became a CFA® charterholder in November 2021.

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