Dwayne Grady, CFP®, ChFC®, CLU®
Partner & Wealth Advisor
Dwayne Grady is a Partner and Wealth Advisor with The Bethesda Group. As the Co-Head of Office, Dwayne works primarily with the firm’s High Net Worth Executives, Retirees, and Business Owners.
His experience 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.
Prior to joining Prime Capital Financial, Dwayne was Vice President and Co-Head of Office at Goldman Sachs Personal Financial Management.
In his free time, Dwayne is a PADI Scuba Diving Instructor who enjoys introducing others to the marvels of the ocean through diving exploration and underwater photography. He is an avid traveler and very active in Kappa Alpha Psi Fraternity, Incorporated.
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Set up an introduction call today!
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Navigating life transitions can be challenging, especially when emotions run high and financial decisions must be made. During these pivotal moments, understanding your options is crucial. We recognize the financial and emotional factors at play and are committed to guiding you through every step of the process. Your concerns are our top priority, and we’re here to provide the clarity and support you need to move forward with confidence.
The Process Includes:
Initial Consultation
- Discuss financial and personal goals
- Review details of financial choices currently in place
- Discuss how we work with our clients and the services we offer
- Discuss any to-do’s
- Schedule next meeting date
Second Meeting (Data Gathering)
- Review all documents gathered from client checklist
- Identify inefficiencies, weaknesses and missing pieces
- Discover and prioritize your short and long-term goals and objectives
- Discuss any to-do’s
Third Meeting (Solution Presentation)
- Review our detailed analysis
- Discuss options and strategies
- Review/address any unanswered questions/concerns
- Begin implementation of new plan
The New Client Process
As a new client, when you begin working with The Bethesda Group’s team of advisors, we go through an in-depth process to get to know you, your family, your situation, and your personal financial objectives. There is a lot of information that we gather in order to do a thorough analysis and develop your custom plan to help you achieve your life ambitions.
The Bethesda Group Team
Our team members serving you at our office, located just outside the nation’s capital, each bring unique accreditations, backgrounds, focus areas, and experiences, which they use collaboratively to help our clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
