Your strategic partners in holistic wealth management
Experienced, knowledgeable, credentialed and committed to success – these are elements of a team that is both able and, importantly, dedicated to providing first-class service and real-world capabilities when it comes to wealth management. Each day we strive for excellence in providing holistic financial planning in the lives and businesses of our clients. And we look forward to doing our part in your pursuit of financial success.
With a relentless commitment to uncompromising service, our advisors have honed their specialized individual skill and expertise over many years in the financial services industry. This diversity of professional proficiency provides you with an array of intellectual resources and complementary perspectives that are necessary to meet your individual wealth management needs.
With the resources of Raymond James at our fingertips, we’re big enough to meet the most demanding wealth management needs, yet our boutique environment ensures we’re connected to you in a focused and uncompromising way. We’ll work hard to understand your preferences and make ourselves accessible whenever you need. Your satisfaction is our ultimate goal, so we’ll provide the extra touches that make the difference between ordinary and extraordinary when it comes to your wealth management experience.
Accolades & Awards
Graham F. Goodwin IS RECOGNIZED BY RAYMOND JAMES & ASSOCIATES WITH MEMBERSHIP TO 2023 President’s Club.
Boston, MA. – Graham F. Goodwin, Managing Director located at (Raymond James), (225 Franklin Street, Suite 1800, Boston, MA 02110), was recently named a member of the 2023 President’s Club. This marks the third consecutive year that Goodwin has qualified for this important recognition.
Goodwin, who joined Raymond James in 2016, has 20 years of experience in financial services, and represents the client-first values that the firm proudly applies to every part of business. His group continues to focus on succession planning for business owners, entrepreneurs and affluent families.
GRAHAM F. GOODWIN NAMED TO ADVISORHUB’S 2023 “200 FAST-GROWING ADVISORS TO WATCH”
BOSTON, Mass. – Graham F. Goodwin, CPWA®, at Raymond James was named in AdvisorHub’s 2023 “200 Fast-Growing Advisors to Watch.”*
The list showcases the fastest-growing wealth management practices in the United States. Graham ranked in the list’s top 10 due to the 98.24% growth that he and his team accomplished over a year’s time. This recognition is a testament to his professionalism and ability to bring in new clients and assets.
Participation in the 200 Fast Growing Advisors to Watch List is open to all firms and advisors, making Graham’s achievement even more noteworthy. Nominees were required to possess a minimum of seven years of experience, maintain a minimum of $100 million in assets under management and uphold a clean regulatory record. The ranking process focused on the three crucial categories of scale, growth and professionalism. Graham F. Goodwin has nearly 20 years of financial industry experience and holds the professional designation of Certified Private Wealth Advisor® and Accredited Investment Fiduciary®. “Helping an entrepreneur or family with their succession plan is a long-term partnership that we take great pride in, and we owe all of our success to those partnerships,” says Graham.
“This recognition is well deserved, as Graham has a long history of serving his clients and community well,” said Bill Drew, complex manager.To contact Graham F. Goodwin, email graham.goodwin@raymondjames.com. His office address is 225 Franklin Street, Boston, MA 02110.
*The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: quality of practice, year-over-year growth, and professionalism and character. The rankings weigh the scores in quality and growth more heavily than other areas. The time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with two or fewer complaints and no significant judgments, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
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