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Dwayne Grady, CFP®, ChFC®, CLU®
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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Dwayne Grady, CFP®, ChFC®, CLU®

PARTNER & FINANCIAL ADVISOR

Dwayne Grady, our Partner in Bethesda, is responsible for providing knowledge in a variety of wealth management areas to clients. He 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 in transition (retirement, divorce), Dwayne applies his expertise to solve complicated problems.

Prior to joining Prime Capital Financial, Dwayne was Co-Head of Office with Goldman Sachs Personal Financial Management (what is now United Capital).

Dwayne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) with concentrations in investment management, retirement planning, risk management and estate planning. Dwayne earned his MBA and Bachelor in Business Administration from Florida A&M University. Additionally, he is a Scuba Diving Instructor, avid traveler and diver.

 


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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