Our Profile

The Graham Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Find out about the client-focused service for which we are so well known. Contact us today to explore a partnership.

Jeff Graham

Senior Vice President
(410) 769-5220

Jeff’s 36 year career as a Financial Advisor has been focused on discretionary portfolio management and tax efficient investment process for his clients and their families. Jeff is appreciated for his consultative approach, and the time he commits to gaining a deep understanding of his clients financial needs and goals, and the strong personal relationships he builds with them.

Professional Details

  • Series 7 63 and 65 Licensed
  • Life & Health Insurance Licensed
  • Bachelor of Science-Psychology, Towson University 1980
  • 1986-2006 Legg Mason
  • 2006-2009 Smith Barney
  • 2009-Present Baird
  • Chairman, Private Investment Management Council

Bill Watt

Vice President
(410) 769-5241

Bill joined the Graham Group in April of 2013, and brings 27 years of diverse financial services experience. Bill’s prior roles have been in the areas of financial services regulation, and compliance, Fixed Income sales and trading, and branch operations management.

Professional Details

  • Series 7 9 10 24 55 and 66 Licensed
  • Bachelor of Arts-Social Science, Dowling College 1994
  • 1995-2006 Legg Mason
  • 2006-2009 Smith Barney
  • 2009-Present Baird

Kathryn Thompson

Financial Advisor Associate
(410) 769-5247

Professional Details

  • Series 7 and 66 Licensed
  • Life & Health Insurance Licensed
  • Bachelor of Arts-Communication, Villanova University 2012
  • 2013-2017 Sony Pictures Entertainment
  • 2017-Present Baird
  • Registered Associate Advisory Council, January 2020 - December 2021