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Claire Gracie

CFP®

Client Relationship Manager

for Brian W. Gracie, CLU®, ChFC®, REBC®

About Claire Gracie

Claire Gracie is currently a Client Relationship Manager for the office of Brian Gracie. Claire graduated from Southern Methodist University with a B.B.A. in Finance and a B.A. in Economics. Upon graduation, Claire began her career at JPMorgan in a leadership development program in Dallas. Over her five years with JPMorgan, she acquired her Series 7, Series 66, and CFP® certification.

Claire moved back to Baltimore in 2024 to join her father’s team. Her responsibilities include preparing financial reviews, making investment recommendations, and building strong client relationships.

In her free time, Claire enjoys traveling, playing pickleball, and hiking with her dog Teddy.

Certifications

 

  • CERTIFIED FINANCIAL PLANNER® professional
  • Series 7 and 66 registered
Education

 

  • B.B.A. in Finance and a B.A. in Economics, Southern Methodist University

410-785-5682

410-785-0044

307 International Circle
Suite 390
Hunt Valley, MD 21030