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CFP®
Client Relationship Manager
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
Claire Gracie maintains her CFP® certification and only provides financial planning management services to Osaic FA financial planners and professionals. She is not licensed to provide investment advisory or financial planning services directly to an Osaic FA client. CRN-7339836-111424
307 International Circle, Suite 390 Hunt Valley, MD 21030
