Richard Grace is a financial planner with Heritage Financial Consultants. He specializes in comprehensive financial planning, advising his clients in the accumulation, conservation and ultimate distribution of their assets.
Education and Certifications
- BS in economics and finance from Loyola College
- FINRA Series 6, 7 & 66 registered
- Licensed in life, annuity, long-term care, and health insurance in Maryland and several other mid-Atlantic states
Richards career started in 1989 with Legg Mason Wood Walker, and he has 20 years of experience with Alex Brown & Sons as well as Bank of America. He joined Lincoln Financial Advisors in 2001 and has been an associate with Heritage Financial Consultants since 2010.
Community Involvement and Awards
Richard is active in the non-profit community, volunteering his time and services to area non-profits, particularly those that help individuals with financial difficulties due to health concerns.
Main Service Area:
- Financial Planning
- Asset Management
- Retirement Planning
- Estate Planning