In 1994 Peter Graham entered the financial service industry. Peter founded a firm to serve the tax needs of individuals and businesses in Monmouth County. Over several decades, Mr. Graham worked closely with his growing cliental to offer assistance and guidance with tax and other financial matters. Understanding the expanding needs of his client base, Mr. Graham founded Navesink Wealth Management (NWM) in 1995 to provide clients with comprehensive financial planning as well as investment consulting and wealth management. A registered financial advisor with LPL Financial, Peter holds his Series 7, 63, and 24 registrations through LPL Financial and New Jersey Life and Health Insurance licenses.
Peter has always remained true to his New Jersey roots. A graduate of Seton Hall University and Middletown High School North, Graham served several years as a councilman and a member of the board of education in his hometown of Keansburg. In 1972, Mr. Graham also served as a legislative aid to the State Senate developing the gross income tax bill.
Ardent supporters of education, Peter and his wife Carol also sponsor several scholarships at their alma maters as well as one in the town they grew up in. The Peter Graham ’66 Endowed Accounting Scholarship (Seton Hall University), the Carol Jennings Graham 63 & Peter Graham ’61 scholarship (Middletown High School North), and the Carol and Peter Graham Endowed Scholarship (Keansburg High School).
With over 27 years in the financial service industry, Peter’s commitment to building relationships and delivering personalized service remains the cornerstone of his business success. Working with children and grandchildren of his original clients, Peter is grateful for the opportunity to help generations of families meet their financial goals.
Peter and his wife Carol live in Sea Bright, NJ. They have two children and two grandchildren. Mr. Graham’s son Peter Jr. recently joined the team at Navesink Wealth Management as a financial advisor.