Gerald Graves Email & Phone Number
Managing Partner @ Filigree Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Gerald Graves Location
- Irvine, CA, US
Gerald Graves Work
- Managing Partner @ (May 2022 - Present)
- Managing Partner @ (July 2019 - May 2022)
- Executive Managing Director @ (January 2016 - July 2019)
- President @ Filigree Advisors (January 2008 - January 2016)
- President @ M Financial Wealth Management (November 2004 - December 2007)
- Senior Vice President @ (September 1989 - June 2003)
Gerald Graves Education
- University of Oregon
BS (Economics)
1980-1984
Gerald Graves Skills
- Wealth Management
- Investments
- Investment Advisory
- Asset Managment
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Financial Advisory
- Mutual Funds
- Asset Management
- Wealth
- Finance
- Due Diligence
- Investment Management
- Personal Finance
- Wealth Management Services
- Retirement Planning
- ETFs
- Microsoft Office
- Financial Analysis
- Banking
- Strategic Planning
- Process Improvement
Gerald Graves Summary
- Gerald Graves, based in Irvine, CA, US, is currently a Managing Partner at Filigree Wealth Advisors. Gerald Graves brings experience from previous roles at Congress Wealth Management, LLC, Boston Private Wealth, Filigree Advisors and M Financial Wealth Management. Gerald Graves holds a 1980 - 1984 BS in Economics @ University of Oregon. With a robust skill set that includes Wealth Management, Investments, Investment Advisory, Asset Managment, Asset Allocation and more. Gerald Graves has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Gerald Graves?
Find contact details for 700 million professionals.
Others Named Gerald Graves
Jerry Graves
Director Carrier Sales
Mineola, TX, US
Gerald Graves
IT Manager and Sales Engineering and Manager
Ringgold, GA, US
Jerry Graves
Site Manager
Gulf Shores, AL, US
Top Filigree Wealth Advisors Employees
Gerald Graves
Managing Partner
Irvine, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co