R. Graham Pitt is a 35-year veteran in retirement and financial planning. Partnering with Patrick Mauney, they specialize in retirement, investment and estate planning with an emphasis on IRAs. A graduate of the RJ Advanced Institute of Estates and Trusts, Graham offers personalized solutions with active risk management through his full service, primarily fee-based firm. Graham has extensive knowledge and experience gained from co-founding a bank, developing a charitable planned giving program, and establishing a family foundation.
Graham attended the University of North Carolina at Chapel Hill, Oral Roberts University and Wake Forest University’s Executive MBA program. He holds Insurance Licenses as well as Security licenses 7, 24, 63, 31, 65. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP) for 28 years.
Graham enjoys cycling and time spent with Leslie, his wife of 35 years and with his three grown children and two granddaughters.