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Graham A
Series 65
Stuart, FL
Collaborative Wealth
Graham Albright is a financial advisor with Collaborative Wealth in Stuart, FL. He holds a Series 65 designation and has been with Collaborative Wealth since 2025. Prior to his current role, he worked in various educational positions, including at Whits of Stuart and local elementary and middle schools. Collaborative Wealth provides financial planning and portfolio management to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs a combination of fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for enhanced transparency.
Donald W
ChFC®, Series 63, Series 65
Stuart, FL
Collaborative Wealth
Donald White Jr. is a financial advisor with Collaborative Wealth, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. His career includes roles at LPL Financial, INVEST Financial Corporation, and Treasure Coast Financial Services, Inc. He serves as treasurer for the nonprofit organization Love Without Boundaries Inc. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and uniquely offers a private real estate fund combining AI-assisted underwriting with blockchain-anchored reporting.
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