Graham F. Goodwin, CPWA^®, AIF^®, CEPA^® Managing Director

A co-founder of Boston Capital Wealth Management, Graham has been a part of the financial services industry since 2004. He uses his experience and expertise to guide entrepreneurs and business owners through the succession and exit planning process. Graham specializes in alternative investments, executive services and multigenerational planning, and works closely with families and individuals to develop custom financial plans designed to help grow and preserve wealth. He also has expertise in charitable giving and advises clients on various strategies, including donor advised funds and family foundations.

Graham is a Certified Private Wealth Advisor^®, a designation earned from the University of Chicago Booth school of Business. As a CPWA, Graham completed coursework that focuses on the needs of high-net-worth individuals and the life cycle of wealth management. He is also currently enrolled in the rigorous Certified Investment Management Analyst^SM program. CIMA^® professionals apply state-of-the-art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.

He has also been recognized by Raymond James as a member of the President’s Club in 2021, 2022 and 2023.* In addition, Graham was named in AdvisorHub’s 2023 "200 Fast-Growing Advisors to Watch,"** ranked in the list’s top 10 due to the 98.24% growth that he and his team accomplished over a year’s time. Before joining Raymond James, Graham was a senior vice president at Morgan Stanley.

He is also a member of the Back Bay Boston Harvard Club, The ‘Quin House, The York Harbor Reading Room, as well as the Investment Management Consultants Association^®. Graham earned a bachelor’s degree from Queen’s University in Kingston, Ontario.

Graham previously served as a board member and former treasurer for Riverside Community Care. Originally from Ottawa, Ontario, he now lives in Back Bay Boston.

* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

** The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on thee individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks "CPWA" and "Certified Private Wealth Advisor." Use of the CPWA and/or Certified Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's intiial and ongoing credentialing requirements for investment management professionals.