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Graham W

Series 63, Series 66

Marietta, GA

Wickham Financial & Insurance Services

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Carter Terry & Company Inc. and operated several family-related financial and insurance businesses. He also manages The Wickham Agency Inc., an independent insurance agency offering commercial and personal lines of insurance, a business he took over from his father. Wickham Financial Group, Inc. provides investment advisory and planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a variety of analytical methods and asset-allocation strategies, managing most assets on a non-discretionary basis while also offering insurance brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jennifer S

Series 66

Marietta, GA

Wickham Financial & Insurance Services

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Michael B

Series 66

Marietta, GA

Wickham Financial & Insurance Services

Michael Beecher is a financial advisor at Wickham Financial & Insurance Services in Marietta, GA, with 26 years of industry experience. He holds the Series 66 designation and has worked at Wickham Financial since 2020, following five years at Carter Terry & Company Inc. Outside of his advisory role, Beecher serves as chairman of the Friends of the NRA Northwest Metro Georgia chapter, overseeing an annual fundraising program. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan consulting for employer plan sponsors. The firm combines fundamental, technical, quantitative, and sector analysis to construct individualized portfolios and utilizes a third-party platform to manage held-away accounts without taking direct custody.

Active portfolio management Options & derivatives strategies Private / alternative investments
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