Location
Bethesda (MD)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Caroline Girgis, ChFC®
PARTNER & FINANCIAL ADVISOR
Caroline Girgis, our Partner in Bethesda, is responsible for providing knowledge in a variety of wealth management areas to clients. 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.
Prior to joining Prime Capital Financial, Caroline was Co-Head of Office with Goldman Sachs Personal Financial Management (what is now United Capital).
Caroline is a Chartered Financial Consultant (ChFC®) with concentrations in investment management, retirement planning, risk management and estate planning.
Caroline earned her Juris Doctorate from Widener University School of Law (Delaware Law School) and a Bachelor's in Criminal Justice from the University of Delaware.
Caroline enjoys exotic travel and is especially passionate about scuba diving and traveling the world to explore our oceans. She is a 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.
