Shana Acevedo
Client Service Specialist
Shana Rabin Acevedo is originally from Rockville, Maryland and has lived in the state of Maryland her entire life. She earned her bachelor’s degree in human resource management from the University of Maryland Global Campus. Prior to joining Prime Capital Financial, Shana built her career in the hospitality industry, where she developed a strong foundation in client service, relationship building, and navigating complex and fast-paced situations. Shana uses her past experiences and passion for connecting with people into her work today. She values creating positive experiences, supporting and assisting others, and building meaningful long-term relationships with clients as they navigate important financial decisions. At Prime Capital, Shana will help support clients through any complex or unexpected situations that arise, making the process as smooth and stress-free as possible.
Shana currently lives in Clarksburg, Maryland with her husband, Robert, and their two fur babies, Reese and Oreo. She loves to spend time with family and friends, traveling, reading, cooking, and watching TV.
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.
