PROFESSIONAL PROFILE

Grafton Wealth Management's Misson is to provide outstanding financial advice and concierge service to wealthy and high net-worth clients, securing their future, growing their assets, and assisting them to pass their wealth on to future generations.

TEAM MEMBERS:

William D. Grafton III, First Vice President, Financial Advisor C.R.P.C

Bill has served his clients in the financial industries since 1972, including 5 years as a Merrill Lynch Office Manager.About his business today, Bill says, “The first thing I tell my clients is that asset allocation is the art of balancing market conditions and historical performance with their objectives and attitudes toward risk. Asset allocation is critical for investors in helping to achieve their financial goals." Bill adheres to a disciplined process using professional money managers to achieve a customized wealth management experience for each client. He studied economics at Gettysburg College and received a Bachelor of Arts Degree in 1969. He also studied asset allocation at the Wharton School of Business.

Sarah Grafton DeVoe, Financial Advisor

Sarah joined the Grafton Wealth Management Group in 2007. She is able to provide a wide array of financial and investment services including wealth management, development of financial strategies, retirement planning, college savings, and 401k programs. Insisting on understanding the specific situations and goals of the clients she works with, Sarah endeavors to establish deep and valued relationships with her clients. She works with families, senior-level executives, business owners, and high net worth individuals. She resides in Winter Park, Florida with her husband, Ben and sons, Ryder and Anthony. Sarah is an active member of the community through the Winter Park Chamber of Commerce, the Park Avenue Area Association, Junior League, YMCA, and Leadership of Winter Park. She is an alumnus of Lake Highland Preparatory, Auburn, and the University of N. Florida.

Will Grafton, Financial Advisor

Will Grafton joined the Grafton Wealth Management Group in early 2008. Understanding that Investing is a process based on an individual's unique goals, Will works with his clients to establish objectives, develop an appropriate strategy, and implement these solutions. He takes pride in knowing his clients, understanding their needs and developing long lasting, successful relationships built on a foundation of trust. He graduated from the University of North Florida with a Bachelors Degree in Business Administration, focusing on financial services. Will resides in Maitland and is an active member of the community.

PEGGIE WEIGLE, CLIENT ASSOCIATE

Peggie Weigle specializes in trading, annuities, and client services. She has 15 years of experience in the financial industry, and has been registered since 2003.