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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 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at firms including Carter Terry & Company Inc. and The Wickham Agency Inc., the latter of which he took over from his father and continues to operate as an independent insurance agency offering commercial and personal lines of insurance. Wickham Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in assets and employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.
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.
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.
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