Client Experience Director
Brad Graham is a Client Experience Director for Proquility Private Wealth Partners.
Brad joined Proquility from Fidelity Investments. For over 30 years, Brad served in a variety of roles at Fidelity as a Trader, Manager within the Personal Investments arm of Fidelity, Financial Representative for the Glendale, California Investor Center, and later as a Senior Director with Fidelity Institutional supporting Registered Investment Advisors. In that capacity, Brad assisted Proquility during its initial launch to ensure all client accounts transferred quickly and correctly.
During Brad’s Fidelity tenure, he became passionate about leadership. He partnered with many individuals to further their professional development and grow their careers. He also led many projects on a more global scale to design and create the service model that is in place today.
Brad was born in Ontario, Canada before his family moved to Texas in 1978. He also spent 2 years in California, before returning to Texas in 2000. Brad has 2 siblings in Canada, along with 2 nieces and a nephew. He is also an avid Dallas Cowboys fan! He enjoys golf, traveling, and when it’s not 100+ degrees, taking his dog, Boomer, on long walks.