< BACK TO ALL PLANNERS & STAFF

Richard Grace

Financial Planner

About Richard Grace

Richard Grace joined Lincoln Financial Advisors in 2001 and has been an associate with Heritage Financial Consultants since 2010. His 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. 

Richard’s mission is to offer comprehensive financial planning, advising his clients in the accumulation, conservation, and ultimate distribution of their assets. His long career in finance enables him to provide his clients with the most experienced, educated counseling possible.

Richard’s passion is in serving others in need. He is active in his community, frequently volunteering his time and services to area non-profits. Richard is particularly active in organizations that help individuals with financial difficulties due to health concerns.

Certifications
  • FINRA Series 6, 7, & 66 registered
  • Life, Annuity, Long-Term Care, and Health insurance registered in Maryland and several other mid-Atlantic states
Education
  • B.S., Loyola College
Richard Grace's Team
Wendi Grable

Wendi Grable

Registered Assistant

Primary Service Areas

Financial planning

Asset management

Retirement planning

Estate planning

410-771-5419

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030