About Brandi

Brandi Graham is a Vice President and Client Associate at J.P. Morgan Wealth Management.

As an integral member of Team Burns Troop Pearl, Brandi is highly involved in directing the operations for the group and communicating the focus and priorities for the day. Her support extends to account opening, money movement, trade execution and ongoing management of client relationships. Brandi leads with a servant's heart and goes the extra mile to facilitate success for both team members and clients. She is known for her innate ability to clear challenges and hurdles that stand in the way.

Brandi spent most of her fifteen-year career in financial services at Fidelity Investments. There, she was introduced to the needs of high-net-worth families and earned glowing reviews from her clients. She joined J.P. Morgan for the opportunity to grow professionally and expand her skillset. She holds FINRA Series 7 and 63 securities licenses.

Although born in LA, Brandi feels her heart belongs in Texas. Her children are now the 3rd generation to live in the area.

Volunteerism is one of Brandi's passions. She is the co-founder of Beat The Streets Outreach, a nonprofit organization whose goal is to promote a sense of unity and hope throughout the homeless community.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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