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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.
- Series 6, 7, and 66 registered
- Life, Annuity, Long-Term Care, and Health insurance licensed in Maryland and several other mid-Atlantic states
- B.S., Loyola College
Primary Service Areas