Broker Check

Our Team

With over 125 combined years of experience, our team has learned that the most suitable wealth strategies emerge from combining diverse expertise with genuine care for each client's unique situation.

We believe in strengthening the communities we serve, dedicating resources not just to our clients' success, but to the broader community that supports us all. This commitment to giving back reflects our values and creates stronger connections for everyone we serve.

William D. Grafton IV, CFP®, CEPA®

MANAGING PARTNER, PRIVATE WEALTH ADVISOR

Client Centered

407.794.9993 | EMAIL | LINKEDIN

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. Will finds fulfillment in understanding his clients, developing personalized strategies, and fostering long-term relationships built on trust. Witnessing his clients' progress toward their goals is the most rewarding aspect of his work.

Outside of the office, Will, together with his wife Kyle and their two children Liam and Eloise in elementary school, enjoys spending quality time with family, volunteering for after-school programs, supporting his kids' sports teams, and cheering on the Orlando Magic and the New York Giants.

Will holds Series 7, Series 66, licenses through LPL Financial and Life, Health and Variable Annuity licenses.

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Sarah E. Grafton

MANAGING PARTNER, PRIVATE WEALTH ADVISOR

Client Centered

407.794.9991 | EMAIL | LINKEDIN

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, centered on nurturing connections and bolstering families' financial well-being. Notably, Beyond her professional achievements, Sarah finds fulfillment in her roles as a board member of Runway to Hope, the Park Avenue District, and the Albin Polasek Museum, and the Economic Development Advisory Board for Winter Park - demonstrating her dedication to community enrichment.

At home, Sarah and her husband, Jason Siegel, navigate the blessing of raising three active boys, all deeply ingrained in their schools and sports. Together, they prioritize family values, community involvement, and attending sporting events! 

With licenses in Series 7, Series 66, through LPL Financial and Life Insurance, Sarah's knowledge is matched only by her commitment to empowering both her clients and her community.

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Dexter J. Grafton, CPFA™, CFA®

MANAGING PARTNER, PRIVATE WEALTH ADVISOR

Client Centered

407.794.9992 | EMAIL | LINKEDIN

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 realize their financial goals.

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

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

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Tanya M. Carroll, AAMS™

SENIOR RELATIONSHIP MANAGER

Client Centered

407.794.9995 | EMAIL

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 Midwestern background, growing up in Iowa and Indiana, and attending Ball State University, before relocating to Florida over a decade ago. Tanya gets satisfaction from the close relationships she has with her clients and from problem-solving to help them achieve confidence in their financial plan. Complementing her financial career, she served on the Florida Bar Grievance Committee from 2009 to 2012.

Tanya and her husband are busy with their two teenage boys and two rescue dogs, Skyler and Roger. She makes time for game nights with friends and is a member of the Enzian Film Society.

Tanya holds Series 7 and Series 66 licenses through LPL Financial.

Percy Canteenwalla

SENIOR RELATIONSHIP MANAGER, FINANCIAL ADVISOR

Client Centered

407.794.9996 | EMAIL | LINKEDIN

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 up in Longwood.  As a financial advisor, he values the time spent with clients, forming connections and relationships, and finds it most rewarding when clients tell him they feel more secure and confident financially.  

When away from the office, Percy and his wife, Katie, spend time with their 2 boys and their dog, Buc.  As might be guessed from his dog’s name, Percy is a “huge Tampa Bay Buccaneers fan!”  He is a pretty good bowler, laying claim to scoring a perfect 300 game, and biker, having recently biked the Florida Coast-To-Coast bike trail in 4 days.  He and his family plan to visit all 177 Florida State Parks by 2034.

Percy holds Series 66 and 7 licenses through LPL Financial.

Patrick Moberg

WEALTH PLANNING CONSULTANT

Client Centered

407.794.5984 | EMAIL

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 Park, Florida, Patrick enjoys spending time with his wife, Nicole, and their two children, Mia and Miles. Together, they love exploring the vibrant community of Winter Park.

Patrick holds Series 7 and 63 licenses through LPL Financial.

William D. Grafton III

SENIOR RELATIONSHIP MANAGER

Client Centered

407.794.9994 | EMAIL

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 passed his love on to three of his four children, who joined him in the family business starting in 2007. Bill served in the Army and the service instilled in him a deep sense of discipline, integrity, and a service-oriented mindset – qualities that are essential in providing sound financial advice and guiding clients toward their financial goals.

Bill grew up in Bridgewater, NJ, then graduated from Gettysburg College in Gettysburg, PA. Florida offered better golfing opportunities than the Northeast, so he made the move. Of note, Bill was invited to compete in the 1970 Korean Open! Bill continues to enjoy golfing, as well as spending time with his wife and family, his dog Lexi, and his parrot, Bluechip.


Keston Riley

CLIENT SERVICE ASSOCIATE

Client Centered

407.794.9991 | EMAIL | LINKEDIN

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 in the financial industry is matched by his passion for helping others achieve their financial dreams.

Originally from Brooklyn, N.Y., Keston has called Florida home for the past 15 years. He moved to enjoy the beautiful weather, fishing, and beaches that the state has to offer. Beyond his professional endeavors, Keston is deeply committed to his community, particularly in supporting youth sports and volunteering his time to help young people thrive.

At Grafton Wealth Advisors, Keston's goal is to surpass client expectations by providing exceptional service and guidance. He values open communication and takes a long-term approach to client relationships, ensuring that the advice and support he offers are always in the best interest of those he serves.

Our Extended team, LPL Strategic Wealth Services

Our Process

Dee Abernathy

ADMINISTRATIVE CONSULTANT

833.677.0980  |  EMAIL

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. Previously at Travis Wealth Management, she was honored for her skills in customer care and handling paperwork efficiently. Dee holds an associate degree in applied science management and was awarded the prestigious 2022 Silver Super Star Admin Award, showcasing her dedication to excellence. Dee will be your go-to resource for:

  • Processing New Client Paperwork

  • Overseeing Reporting & Account Transfers

  • Providing AccountView Support

  • Scheduling Meetings

Dee was born and raised in Pensacola, Florida, her husband served in the U.S Airforce and is now a Retired Veteran. Outside of ensuring your accounts run smoothly, Dee loves spending time with family, trying new cuisines, and enjoying the sunshine (and maybe a refreshing Starbucks).

Our History

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 marketing and communications across various industries, including manufacturing, professional services, and small businesses, she brings a wealth of knowledge to her role.


Brooke earned her Bachelor of Science in Marketing from Butler University in Indianapolis, IN. Originally from Chicago, IL, she and her husband of 19 years moved south in 2013 and currently reside in Fort Mill, SC, with their three children. Outside of work, Brooke enjoys traveling, reading, and staying active.

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