In 1970 Peter Graham entered the financial service industry. A CPA, Peter founded a small firm to serve the tax needs of individuals and businesses in Monmouth County. Over the next twenty five years, Mr. Graham worked closely with his growing cliental to offer assistance and guidance with tax and other financial matters. Understanding the expanding needs of his client base, Mr. Graham founded Navesink Wealth Management (NWM) in 1995 to provide clients with comprehensive, trusted financial planning as well as investment consulting and wealth management. A registered financial advisor with LPL Financial, Peter holds his Series 7, 63 and 24 registrations and New Jersey Life and Health Insurance licenses.

Once recognized as one of the top five young man in the state by the Jaycees, a leadership training and civic organization, Peter has always remained true to his New Jersey roots. A graduate of Seton Hall University and Middletown High School North, Graham served several years as a councilman and a member of the board of education in his hometown of Keansburg. In 1972, Mr. Graham also served as a legislative aid to the State Senate developing the gross income tax bill.

Ardent supporters of education, Peter and his wife Carol also sponsor several scholarships at their alma maters and well as one in the town they grew up. The Peter Graham ’66 Endowed Accounting Scholarship (Seton Hall University), The Carol Jennings Graham 63’ & Peter Graham ’61 scholarship (Middletown High School North) and the Carol and Peter Graham Endowed Scholarship (Keansburg High School).

With over 50 years in the financial service industry, Peter’s commitment to building relationships and delivering personalized service remains the cornerstone of his business success. Working with children and grandchildren of his original clients, Peter is grateful for the opportunity to help generations of families meet their financial goals. Peter and his wife Carol live in Sea Bright, NJ. They have two children and two grandchildren. Mr. Graham’s son Peter Jr. recently joined the team at Navesink Wealth Management as a financial advisor.

Michael Giordano is a Financial Consultant with Navesink Wealth Management. In his role, Michael focuses on preparing financial plans related to retirement, college, and insurance needs. Mike’s devotion to the tradition of offering personalized, objective and trusted guidance to clients aligns with the firm’s values and vision to put clients’ best interests first. Michael began his career in 1999 and brings diverse financial planning and investment management experience to his clients at Navesink Wealth Management.

The epitome of a consummate professional, Mike is committed to staying current in the always evolving financial industry. In addition to holding his Series 7, 63, 24, 66 registrations with LPL Financial and New Jersey Life and Health Insurance licenses, Michael also holds an Accredited Wealth Management Advisor (AWMA) designation. To achieve the AWMA designation, Michael completed an accelerated course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives. This curriculum provided Michael with the skills to synthesize complex concepts and apply theoretical concepts to real-life situations allowing him to best serve the needs of his diverse client base in the turbulent financial marketplace.

A proud alum of Stockton University, Michael is active in raising money for his alma mater as well as several non-profit organizations throughout the state. Michael was also instrumental in orchestrating the Navesink Wealth Management Endowed Annual Lecture Series at Rutgers Honors College.

Michael lives in Farmingdale, NJ with his wife Stephanie and their two children Nicholas and Ava.

Peter Graham Jr. is a Financial Consultant with Navesink Wealth Management. Peter focuses on individuals, families and businesses to deliver services and strategies seeking to help build, preserve and manage wealth. Prior to joining the firm Peter spent 24 years working on Wall Street covering Institutional Clients in the Foreign Exchange Marketplace for Lehman Brothers, Prudential Securities, Morgan Stanley and TD Bank.

Named one of the all-time best quarterbacks at the Jersey Shore (Rumson Fair-Haven 1984) Pete went on to earn his bachelor’s degree in business management from the University of Notre Dame, and was a quarterback on the 1988 National Championship football team. Recognized by Coach Lou Holtz as an “invaluable” team player, Pete was respected by coaches and teammates alike for his work ethic and his loyalty and his commitment to the team — attributes that have helped him accelerate his professional career.

Since joining his father at Navesink Wealth Management, Pete has worked hard to further the firm’s commitment to client loyalty and community service. Continuing the firm’s support of local 501(c)3’s, Pete has been a catalyst in setting-up and managing endowments for Visiting Nurse Association (Red Bank), Parker Family Foundation and the Interfaith Neighbors (Asbury Park).

Peter and his wife Susan currently reside in Darien, Connecticut with their two sons Timothy and Peter. Staunch supporters of education, Peter and Susan have created several educational grants and scholarships including The Susan Connolly-Graham ’91 Endowed Scholarship Fund at Villanova University and the Peter Graham Grant-in-Aid at Notre Dame which provides assistance to student-athletes participating in a varsity sport. Peter is recognized, most recently, for creating and launching a community-based nonprofit organization, the Darien Athletic Foundation (DAF) aimed at raising $7.5 million for the benefit of 5,000 youth and 1,000 high school registrants, to help improve the athletic infrastructure in the town of Darien, Connecticut.