Graham Shelton

Investment Advisor

Graham serves as the lead point of contact for client relationships. He manages day to day operations such as wires, bill pay, tax payments, and general service items. He also coordinates with the client’s outside CPAs, attorneys, and advisors. He acts a general resource to resolve any sort of request that may arise and does so in a detailed efficient manner. Graham works alongside the rest of the team to ensure client relationships are delivered with the highest quality of service. Graham joined Green Square in 2020 after receiving his Bachelor of Science degree in Business Administration from the Haslam College of Business at the University of Tennessee Knoxville. Graham also holds a Series 65 license.