Dwayne Grady, CFP®, ChFC®Vice President, Co-Head Of Office, Bethesda North
Dwayne Grady, Bethesda North, is responsible for providing knowledge in a variety of wealth management areas to clients at the Bethesda - North and McLean offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He meets with clients to understand their financial goals and concerns, and creates tailored plans to help them gain financial control.
Prior to joining what is now Goldman Sachs Personal Financial Management, 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.).
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 earned his MBA and Bachelor in Business Administration from Florida A&M University. Additionally, he is an active member of the local International Financial Planning Association chapter.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.