Dwayne Grady, CFP®, ChFC®, CLU®, CDFA™CO-HEAD OF BETHESDA/NORTH
Dwayne Grady is a Managing Director and Wealth Adviser of United Capital. In this role, he is responsible for providing specialty knowledge in a variety of wealth management areas for our clients. Dwayne 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, Dwayne 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.). His many accomplishments and awards at American Express Financial Advisors include membership in the Advanced Advisor Group, Gold Team Advisor, Small Business Advisor, Circle of Success, the Mercury Award, Master Leader Award and Presidents Recognition Award.
Dwayne is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with concentrations in investment management, retirement planning, risk management and estate planning. Dwayne received an executive Certificate in Financial Planning at Georgetown University’s Center for Professional Development. He earned an MBA and a Bachelor's Degree in Business Administration from Florida A&M University. Dwayne is an active member of the local International Financial Planning Association (IAFP) chapter, holds FINRA Series 7, 63 and 24 securities registrations, and the NASAA Series 65 Investment Adviser Law qualifying exam. He also holds Life and Health Insurance licenses. Dwayne 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.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.