Thomas Graham, AIF®, ChFC®
As President and Founder of Summit Financial, Tom began working in the financial services business for the Equitable (Now AXA/Equitable) at the World Trade Center in Baltimore in 1980. During his tenure, he qualified for many industry and company awards in management, sales, and service throughout his 20 year career at Equitable.
In 1993, he founded Summit Financial Group with a vision of providing unbiased comprehensive financial, retirement, investment, and benefit planning for individuals and small to mid-size companies.
Tom is a graduate of Mount St. Mary’s University in Emmitsburg, MD with a degree in secondary education and history. He attended LaSalle University in Philadelphia to further his career in education until his move to Baltimore. In 2010, Tom earned his Financial Planning Certificate from Boston University. His credentials include his ChFC – Chartered Financial Consultant designation as well as his membership in the Retirement Planning Consulting Group with LPL Financial. Tom also serves as the Chief Compliance Officer for the firm. He lives in Phoenix, MD with his wife and two children. Tom is an avid history buff – enjoys spending time with his family, playing golf and tennis, basketball, reading, and listening to music.