Caroline Girgis, JD, ChFC®, CDFA™MANAGING DIRECTOR
Caroline Girgis is a Managing Director and Wealth Adviser of United Capital. In this role, she is responsible for providing specialty knowledge in a variety of wealth management areas for our clients. Caroline meets with our clients to understand their financial goals and concerns and creates a tailored plan to help them gain financial control.
Prior to joining United Capital, Caroline was Co-Founder of Grady, Girgis, and Associates, a comprehensive financial/estate planning and investment advisory firm (a financial advisory branch of American Express Financial Advisors, Inc.). Her many accomplishments and awards at American Express Financial Advisors include Advanced Advisor Group, Silver Team Advisor, Circle of Success, the Mercury Award, Master Leader Award, Presidents Recognition Award and Small Business Award.
Caroline brings a unique focus to financial planning by specializing in estate planning. She earned her Juris Doctorate Degree from Widener University School of Law and a Bachelor's Degree in Criminal Justice from the University of Delaware. Caroline is an active member of the local International Financial Planning Association (IAFP) chapter, holds FINRA Series 7 and 63 securities registrations, and the NASAA Series 65 Investment Adviser Law qualifying exam. Caroline previously co-hosted “Money Talk,” a local talk radio show, and now regularly conducts financial planning education seminars for several large corporations in the D.C. metropolitan area.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.