About Navesink Wealth Management

What began as a tax practice in 1994 grew right alongside the people it served. I opened my doors to handle the tax needs of individuals and businesses across Monmouth County, and as those clients' needs widened, I founded Navesink Wealth Management in 1995 to bring comprehensive financial planning, investment consulting, and wealth management together under one roof.

I have never strayed far from my New Jersey roots. A graduate of Middletown High School North and Seton Hall University, I served my hometown of Keansburg as a councilman and a member of the board of education. In 1972, I worked as a legislative aide to the State Senate, helping develop the gross income tax bill.

After more than 27 years in financial services, I still consider long relationships and personalized service the cornerstone of everything I do. I now work with the children and grandchildren of my original clients, and helping several generations of the same family pursue their goals is a privilege I do not take for granted.

My wife Carol and I are devoted supporters of education, and we sponsor scholarships at our alma mater and in the town where we grew up, including the Peter Graham '66 Endowed Accounting Scholarship at Seton Hall University, the Carol Jennings Graham '63 and Peter Graham '61 Scholarship at Middletown High School North, and the Carol and Peter Graham Endowed Scholarship at Keansburg High School. We live in Sea Bright, New Jersey, and have two children and two grandchildren. My son, Peter Jr., recently joined me at Navesink Wealth Management as a financial advisor.

• Series 7, 63, and 24 registrations, LPL Financial

• New Jersey Life and Health Insurance licenses

• Seton Hall University

Retirement, funding a college education, and getting insurance coverage right are the questions that most often bring people to me. I have been building financial plans around needs like those since 1999, and I treat personalized, professional guidance as the standard of the job rather than a nice extra.

Earning my Accredited Wealth Management Advisor designation meant completing an accelerated course of study in wealth strategies, equity-based compensation plans, tax reduction, and asset protection. That training sharpened how I take a complicated financial concept and turn it into a decision that fits the situation actually in front of someone.

I am a proud graduate of Stockton University and stay active, raising money for my alma mater along with several nonprofits across the state. I also helped create the Navesink Wealth Management Endowed Annual Lecture Series at the Rutgers Honors College.

I live in Farmingdale, New Jersey, with my wife Stephanie and our two children, Nicholas and Ava.

• Accredited Wealth Management Advisor (AWMA®)

• Series 7, 63, 24, and 66 registrations, LPL Financial

• New Jersey Life and Health Insurance licenses

• Stockton University

For 24 years, I covered institutional clients in the foreign exchange markets for Lehman Brothers, Prudential Securities, Morgan Stanley, and TD Bank. That experience taught me how capital behaves at scale and under pressure, and it is the lens I bring to helping individuals, families, and business owners build, preserve, and manage what they have worked for.

Long before the trading desk, I played quarterback. I was named one of the all-time best at the Jersey Shore coming out of Rumson-Fair Haven in 1984, then went on to the University of Notre Dame, where I quarterbacked the 1988 National Championship team. Coach Lou Holtz once called me an invaluable teammate, and the work ethic, loyalty, and commitment that I earned have carried into every chapter since.

Joining my father at Navesink Wealth Management let me build on a family commitment to clients and community. Continuing our support of local 501(c)(3) organizations, I have helped set up and manage endowments for the Visiting Nurse Association in Red Bank, the Parker Family Foundation, and Interfaith Neighbors in Asbury Park.

My wife, Susan, and I live in Darien, Connecticut, with our two sons, Timothy and Peter. Education matters a great deal to us, and together we have created several grants and scholarships, including the Susan Connolly-Graham '91 Endowed Scholarship Fund at Villanova University and the Peter Graham Grant-in-Aid at Notre Dame for student-athletes. More recently, I founded the Darien Athletic Foundation, a community nonprofit working to raise $7.5 million toward better athletic facilities for roughly 5,000 youth and 1,000 high school participants in Darien.

• Series 7 and 66 registrations, LPL Financial

• B.A. in Business Management, University of Notre Dame

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I came out of college with my sights set on public relations. A family friend who traded at Donaldson, Lufkin & Jenrette set me up with an interview, and the man across the desk ended it by telling me I had great eye contact and belonged in sales. Wall Street had never once crossed my mind, but the markets won me over fast, and the fact that no two days ever ran the same is what made me stay.

I spent the next two decades in New York and later San Francisco, trading equities and advising clients at Credit Suisse, Merrill Lynch, and JP Morgan Securities. The trading floor taught me how a piece of global news can move a portfolio by the hour. What I carried away from it, though, was a simple conviction: the numbers matter far less than the people attached to them.

These days, I start every morning with the same question: How can I best serve my clients that day? I pay attention to the life behind each portfolio rather than the balance alone, and I listen for what someone actually wants their money to do for them.

My husband Drew and I live in San Francisco, where our days revolve around Langston, our hundred-pound dog. When I am not working, you will usually find me hiking with him, out on a golf course, or exploring Northern California. One detail I never tire of mentioning: I once appeared in a movie with Robert Downey Jr.

• B.A. in Communications, Saint Mary's College, Notre Dame, Indiana

A great deal of what keeps an advisory practice running smoothly happens out of view, and that is where I work. As a remote administrative associate based in Dallas, Texas, I partner with advisors at LPL Financial on the administrative tasks and client management functions that hold the day together.

I began at LPL Financial in 2017 and bring more than 23 years of industry experience to the role. Before joining the Admin Solutions Team, I worked as an operations associate with managed accounts and the trade desk, so I understand firsthand the operational demands advisors and their businesses face. I put that background toward guiding a steady, seamless experience for the clients I support.

I came to Dallas in 2006 and rebuilt my home here after Hurricane Katrina damaged my house in Louisiana. Outside of work, I spend as much time as I can with my grandchildren and in my garden, and I stay involved in child and animal welfare causes.