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Specialties
Dwayne Grady 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 planning, divorce), as well as helping executives with Equity Compensation and more complicated employee benefits. Dwayne is a Partner with Prime Capital Financial and Co-Head of Office in the Bethesda, MD office. 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 of Science in Business Administration from Florida A&M University. He is a Scuba Diving Instructor, and enjoys traveling with his family and photographing his travels both on land and in the ocean. Dwayne is an active member of Kappa Alpha Psi Fraternity and is very involved with the organizations commitment to community service.
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Always free for clients.
CFP, ChFC, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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.