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Caroline Girgis, ChFC<sup>®</sup>
Schedule an Appointment Calendly
Location Bethesda (MD)
Specialty Individual Wealth Management, Retirement Plan Consulting
Zip Code 19701, 19702, 19703, 19706, 19707, 19709, 19710, 19711, 19713, 19716, 19717, 19720, 19730, 19731, 19732, 19733, 19734, 19735, 19736, 19801, 19802, 19803, 19804, 19805, 19806, 19807, 19808, 19809, 19810, 19901, 19902, 19904, 19930, 19931, 19933, 19934, 19936, 19938, 19939, 19940, 19941, 19943, 19944, 19945, 19946, 19947, 19950, 19951, 19952, 19953, 19954, 19955, 19956, 19958, 19960, 19962, 19963, 19964, 19966, 19967, 19968, 19970, 19971, 19973, 19975, 19977, 19979, 19980, 20001, 20002, 20003, 20004, 20005, 20006, 20007, 20008, 20009, 20010, 20011, 20012, 20015, 20016, 20017, 20018, 20019, 20020, 20024, 20032, 20036, 20037, 20045, 20052, 20057, 20059, 20064, 20105, 20106, 20109, 20110, 20111, 20112, 20115, 20117, 20119, 20120, 20121, 20124, 20129, 20130, 20132, 20135, 20136, 20137, 20141, 20143, 20144, 20147, 20148, 20151, 20152, 20155, 20158, 20164, 20165, 20166, 20169, 20170, 20171, 20175, 20176, 20180, 20181, 20184, 20186, 20187, 20190, 20191, 20194, 20197, 20198, 20204, 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Caroline Girgis, ChFC®

PARTNER & FINANCIAL ADVISOR

Caroline Girgis is a Partner and Financial Advisor with The Bethesda Group at Prime Capital Financial. As the Co-Head of Office, Caroline works with the Firm’s High Net Worth Executives and Retirees.

Her expertise lies in the areas of Retirement Income Distribution Strategies, Complex Insurance Planning, Executive Equity Compensation, and Advanced Tax and Estate Planning. She meets with clients to understand their financial goals and concerns and creates tailored plans to help them gain financial control. Specializing in working with individuals going through a financial life transition (retirement, divorce), Caroline applies her expertise to solve complicated problems.

With over 25 years of financial planning experience, Caroline is a Chartered Financial Consultant (ChFC®) with concentrations in investment management, retirement planning, risk management and estate planning. She is also a Certified Divorce Financial Analyst (CDFA®). She earned her Juris Doctorate from Widener University School of Law - Delaware Law School and her Bachelor's in Criminal Justice from the University of Delaware.

Prior to joining Prime Capital Financial, Caroline was Vice President and Co-Head of Office with Goldman Sachs Personal Financial Management.

In her free time, Caroline enjoys exotic travel and is especially passionate about scuba diving and underwater photography while traveling the world to explore our oceans. She is also a PADI Divemaster and enjoys introducing new divers to the world of scuba diving.

 


Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

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