Morningstar Magazine - August/September 2018 - 70

Investors

Feeding a Need to Help
Graham Chevry, a former social
worker, navigates clients through their
financial journey.

USER PROFILE

Charles Keenan

After graduating from college with a degree
in sociology, Graham Chevry took a job as
a junior caseworker, mentoring juvenile offenders.
He served as a guide of sorts, meeting with
teachers and probation officers, and making sure
the offenders made their court dates.

70

"I enjoyed helping those kids and their parents right
the wrongs they had," he says. "I was getting
something out of it emotionally; it was feeding the
need of helping."
Yet with a starting salary of $17,000, he couldn't
see himself prospering as a social worker for the
long haul. "The challenge of working in that
industry and the public sector was the monetary
benefits weren't there," he says.

Chevry, born to immigrant parents from Haiti,
already knew what it was like not to have much
money in his hometown of Quincy, Mass.
His mom served as a nurse aide; his dad worked in
a hospital kitchen and cleaned offices on
weekends. Chevry saw the hard work before his
eyes, and it rubbed off. He delivered newspapers
in grade school to chip in. "I didn't want to
put the extra burden on them," he says. "I was
rich in a lot of other ways. But financially,
I understood what money can mean to you. I didn't
want to replay that in my adult life."
In search for another career in 1997, he answered
an ad in The Boston Globe for a workshop at
American Express Financial Advisors, and he was
soon hired. He was intrigued by the notion
he could still help others, yet also make a decent
living while doing so. "Financial planning
spoke to me," he says.
Prompted by a friend to check out Merrill Lynch,
he soon jumped ship for its trainee program,



Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2018

Contents
Morningstar Magazine - August/September 2018 - Cover1
Morningstar Magazine - August/September 2018 - Cover2
Morningstar Magazine - August/September 2018 - 1
Morningstar Magazine - August/September 2018 - 2
Morningstar Magazine - August/September 2018 - Contents
Morningstar Magazine - August/September 2018 - 4
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Morningstar Magazine - August/September 2018 - Cover3
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