Norma Lee Graves

Director of Fixed Income at West Financial Services, Inc.

Norma Lee Graves

Norma Lee Graves

Director of Fixed Income at West Financial Services, Inc.

Overview
Career Highlights

Wheel Truing Brake Shoe Company

RelSci Relationships

642

Number of Awards

1

Relationships
RelSci Relationships are individuals Norma Lee Graves likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at West Financial Services, Inc.

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President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

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Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

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Executive Vice President, General Counsel & Secretary at Sandy Spring Bancorp, Inc.

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Chief Financial Officer & Executive Vice President at Sandy Spring Bancorp, Inc.

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Executive Vice President & Chief Information Officer at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Credit Officer at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Former Portfolio Manager at West Financial Services, Inc.

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Chairman at West Financial Services, Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Risk Officer at Sandy Spring Bancorp, Inc.

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Norma Lee Graves
Director of Fixed Income at West Financial Services, Inc.
Education
BBA in Finance
Class of 1986

Walsh College provides relevant business education that integrates theory and application to prepare graduates for successful careers through: faculty who bring meaningful scholarship, academic credentials and professional work experience to the learning process; close ties with the business community; and a supportive environment that inspires student achievement

MBA

The mission of the Gabelli School of Business is to inspire and empower positive global change, developing students into compassionate business leaders and supporting faculty and students in the ongoing generation of new knowledge.

Memberships
Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Director of Fixed Income
2009 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Vice President
Current

Sandy Spring Bank offers commercial and personal banking services. It offers personal banking services, such as personal checking, overdraft services, Visa check cards, online banking and billpay, mobile banking, savings, banking for kids, and health savings accounts; and small business services, which include small business checking, savings, Payce payroll services, treasury management, loans and lines of credit, government contractor lending, and business insurance. The company was founded in 1868 and is headquartered in Olney, MD.

Awards & Honors
CFP (Certified Financial Planner)
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