Graham Dvorak
Analyst @Capital Strategies Group, Inc
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WORK HISTORY
Analyst @Capital Strategies Group, Inc
Birmingham, AL, US
As an analyst for Capital Strategies, Graham specializes in deferred compensation transactions, working primarily with corporations and successful non-profit organizations. His areas of focus include providing non-qualified executive benefit services for an organization’s highly compensated employees via specialized insurance strategies.
EDUCATION
Samford University
Bachelors, Finance
Samford University
Master of Business Administration - MBA
ABOUT GRAHAM DVORAK
At Capital Strategies, we work with high-net-worth individuals and their families to help minimize income and estate-tax liabilities by planning tax-efficient insurance strategies. As a shareholder firm of M Financial Group, we strive to arm our clients with proprietary, differentiated insurance strategies that feature preferential pricing and custom designs. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Capital Strategies Group is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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