Bo
Graham

Bo Graham is a Client Service Associate at Signature Estate & Investment Advisors, LLC (SEIA) and a member of Brian D. Holmes’ team. He supports the team’s client-service and operational work, helping create an organized, responsive experience for clients and their families.

Bo assists with the day-to-day details that support an ongoing financial relationship, including client requests, account-related follow-up, documentation, and coordination across the advisory team. His approach is grounded in accuracy, clear communication, and thoughtful follow-through, allowing advisors to remain focused on clients’ planning and investment needs.

His background in accounting, financial services, and analytical work informs his detail-oriented approach to client service. Bo has also pursued professional training in securities and accounting, reflecting his interest in the technical foundations that support thoughtful financial planning and wealth management.

Bo attended California Polytechnic State University, San Luis Obispo. He supports clients through SEIA’s Los Angeles office.