Specialties
About Me
Dwayne Grady is a Partner and Financial Advisor with The Bethesda Group at Prime Capital Financial.
As the Co-Head of Office, Dwayne works primarily with the firm's High Net Worth Executives, Retirees, and Business Owners. His expertise lies in the areas of Executive Equity Compensation, Retirement Income Distribution Strategies, Business Owner Retirement Planning, complex Insurance Planning, and addressing asset division issues in High Net Worth Divorces. With over thirty years of financial planning experience, Dwayne is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Dwayne earned his MBA and Bachelor of Business Administration from Florida A&M University.
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Interests & Hobbies
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Credentials
CFP, CLU, ChFC
Chartered Designations
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Disclosures
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. Private Client Services does not accept orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Email sent through the internet is not secure or confidential. Private Client Services reserves the right to monitor all email. Any information provided in this email has been prepared from sources believed to be reliable, but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This email is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.