Dwayne Grady

Dwayne Grady is a Managing Director and Wealth Advisor of Cornerstone Wealth Strategies Group.  In this role he is responsible for providing specialty knowledge in a variety of wealth management areas for our clients.  Mr. Grady 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, Mr. Grady 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.)  His many accomplishments and awards at American Express Financial Advisors include membership in the Advanced Advisor Group, Gold Team Advisor, Small Business Advisor and Circle of Success member and recipient of the Mercury Award, Master Leader Award and Presidents Recognition Award.

Mr. Grady is a Chartered Financial Consultant (ChFC) with concentrations in investment management, retirement planning, risk management and estate planning.  Mr. Grady received an executive certificate in Financial Planning at Georgetown University’s Center for Professional Development.  He earned a Masters in Business Administration and BS degree in Business Administration from Florida A&M University.  Mr. Grady 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.  He also holds life and health insurance licenses.

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

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