Caroline Girgis is a Managing Director and Wealth Advisor of Cornerstone Wealth Strategies Group.  In this role she is responsible for providing specialty knowledge in a variety of wealth manangement areas for our clients.  Ms. Girgis meets with our clients to understand their financial goals and concerns and creates a written, tailored plan to help them gain financial control.

Prior to creating Cornerstone, Ms. Girgis was co-founder of Grady, Girgis and Associates, a comprehensive financial, estate, and investment advisory firm (a financial Advisory Branch of American Express Financial Advisors, Inc.)  Her many accomplishments and awards at American Express Financial Advisors include Advanced Advisor Group, Silver Team Advisor, Circle of Success member and recipient of the Mercury Award, Master Leader Award, Presidents Recognition Award and Small Business Award.

Ms. Girgis brings a unique focus to financial planning by specializing in estate planning.  She earned her Juris Doctorate degree from Widener University School of Law and a BS degree in Criminal Justice from the University of Delaware.  Ms. Girgis is an active member of the local Financial Planning Association and holds NASD Series 7, 63 Securities licenses and passed the NASAA Series 65 Investment Advisor Law exam.  She also holds life and health insurance licenses.

Ms. Girgis regularly conducts Financial Planning Education seminars for several large corporations in the DC Metropolitan area and she co-hosted  “Money Talk”, a local talk radio show.