Jeff’s 36 year career as a Financial Advisor has been focused on discretionary portfolio management and tax efficient investment process for his clients and their families. Jeff is appreciated for his consultative approach, and the time he commits to gaining a deep understanding of his clients financial needs and goals, and the strong personal relationships he builds with them.

Professional Details

• Series 7 63 and 65 Licensed
• Life & Health Insurance Licensed
• Bachelor of Science-Psychology, Towson University 1980
• 1986-2006 Legg Mason
• 2006-2009 Smith Barney
• 2009-Present Baird
• Chairman, Private Investment Management Council

Bill joined the Graham Group in April of 2013, and brings 27 years of diverse financial services experience. Bill’s prior roles have been in the areas of financial services regulation, and compliance, Fixed Income sales and trading, and branch operations management.

Professional Details

• Series 7 9 10 24 55 and 66 Licensed
• Bachelor of Arts-Social Science, Dowling College 1994
• 1995-2006 Legg Mason
• 2006-2009 Smith Barney
• 2009-Present Baird

Brittany Stafford, a dedicated former special education teacher, transitioned her career to the financial sector in 2022. With a passion for helping others, she now applies her skills at Baird, where her commitment to supporting individuals extends to the realm of our client's financial well-being. Brittany serves as the point person for client communications, correspondence, and scheduling. She is FINRA Series 7 and Series 66 licensed.