Kathleen Wyble Graham is the founder and Managing Partner of Wyble Graham Garcia Wealth Management (WGGWM). She brings a broad range of financial services and investment expertise to the firm.
With 36 years of experience in investments, retirement, insurance, employee benefits and risk management, she brings a depth and breadth of knowledge that enables her to serve the comprehensive and often complex, needs of her clients.
Most recently, Kathleen was First Vice-President, Investments for Wells Fargo Advisors where she was responsible for serving clients with assets under management of $140 million . The last seven of her ten years at Wells Fargo Advisors was spent as a member of the Wealth Team in the Private Bank. Prior to that, Kathleen held a number of executive positions with USAA over the course of 18 years – the last being Vice President, Financial Planning Network.
Kathleen has made multiple appearances on CNBC and has been interviewed by the San Antonio Express-News and San Antonio Woman magazine on investment matters.
Kathleen is a Chartered Financial Consultant and a Chartered Life Underwriter. She holds multiple securities registrations with Kestra Financial including FINRA Series 7, 63, 65 and 66 as well as her Texas Life and Health and Variable Annuities licenses. She holds a BS degree from The University of Incarnate Word and an MBA from Our Lady of the Lake University. She most recently became a Certified Divorce Financial Analyst® and is now able to offer stand-alone consulting on the financial implications of a divorce.
Kathleen has many local charitable and civic interests including Hope for the Future ( a 501c3 organization providing scholarship assistance enabling more students to attend Catholic schools) ; the San Antonio Aggie Women's Club; and the Alamo Heights Rotary Club where she serves as a Board member.
A San Antonio native, Kathleen and her husband, Dale, enjoy travel and family time with their combined five children and four grandchildren. Kathleen is an ardent San Antonio Spurs fan and a true dog lover.