Caroline Girgis, Bethesda, is responsible for providing knowledge in various wealth management areas to clients. She 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, she 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.).

Caroline earned her Juris Doctor from Widener University School of Law and a Bachelor in Criminal Justice from the University of Delaware. She is also a Chartered Financial Consultant (ChFC®) and an active member of the local International Financial Planning Association chapter.

Caroline enjoys exotic travel and is especially passionate about scuba diving and traveling the world to explore our oceans.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).

Locations Served

Bethesda, MD

6701 Democracy Blvd.
Suite 300
Bethesda, MD, 20817