DAL - Jonathan Graham

Jonathan Graham, CFP®

Relationship Manager

Jonathan Graham is a Relationship Manager at United Capital Financial Advisors in the firm’s Irving office, where he works with successful professionals, business owners, executives and high-net-worth families on investment management and comprehensive financial planning strategies.

Jonathan advises clients on retirement planning, tax-aware wealth strategies, estate planning coordination, liquidity planning and broader long-term wealth management decisions. He takes a personalized, planning-driven approach and works closely with clients’ attorneys, CPAs and other advisors to help ensure all aspects of their financial lives are aligned with their long-term goals.

He joined United Capital in 2021 while the firm was part of Goldman Sachs, where he worked alongside senior advisors within the Personal Financial Management division. Prior to joining United Capital, Jonathan held financial planning and client service roles at Equitable Advisors and Edward Jones.

Jonathan earned a Bachelor of Business Administration degree in management, with a concentration in entrepreneurial leadership, from Texas A&M University. He is a CERTIFIED FINANCIAL PLANNER® professional and an active member of both the Financial Planning Association and the Dallas Estate Planning Council.

Outside of work, Jonathan enjoys golfing, traveling, staying active in the community, following financial markets and serving at Watermark Community Church.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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