Greg Clarke
Managing Director /Private Wealth Advisor at Capitol Securities Mgt. Inc | McLean, Virginia, United States
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Greg Clarke, AAMS®, CRPS®, serves as the Managing Director and Private Wealth Advisor at Capitol Securities Management Inc., where he has dedicated over 38 years to delivering exceptional wealth management services. As a partner in the CS Wealth Management Group, Greg specializes in crafting tailored investment strategies that align with the unique financial goals of both organizations and affluent families. His extensive expertise in wealth management, coupled with his credentials as an Accredited Asset Management Specialist and a Chartered Retirement Plans Specialist, positions him as a trusted advisor in navigating the complexities of asset management and retirement planning.
At Capitol Securities, Greg is instrumental in designing comprehensive wealth management programs that encompass investment strategies, risk management, and long-term financial planning. His approach is distinguished by a commitment to understanding each client's individual circumstances, allowing him to provide personalized advice that reflects their aspirations and values. Collaborating closely with his business partner, Bill Stade, Greg emphasizes the importance of a historical perspective in investment decisions, ensuring that clients benefit from insights drawn from decades of market experience.
Greg's proficiency extends across various financial disciplines, including investments, asset management, and retirement planning. He holds multiple licenses, including Series 7, Series 24, Series 63, and Series 65, which further enhance his capability to serve a diverse clientele. By leveraging his deep industry knowledge and a client-centric philosophy, Greg Clarke continues to be a pivotal resource for those seeking to secure their financial futures through informed investment strategies and comprehensive wealth management solutions.
Managing Director /Private Wealth Advisor at Capitol Securities Mgt. Inc in April 1999 to Present
President and Managing Director at Washington Investment Corportation in January 1990 to April 1999
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Wealth Management
Investments
Business
Asset Allocation
Series 7
Financial Services
Investment Management
Retirement
Finance
Wealth Management Services
Series 24
Investment Strategies
Series 63
Securities
Retirement Planning
Wealth
401k
Series 65
Asset Management
Portfolio Management
Trading
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What is Greg Clarke email address?
Email Greg Clarke at [email protected] and [email protected]. This email is the most updated Greg Clarke email found in 2026.
What is Greg Clarke phone number?
Greg Clarke phone number is +12024923511 and +13015375536.
How to contact Greg Clarke?
To contact Greg Clarke send an email to [email protected] or [email protected]. If you want to call Greg Clarke try calling on +12024923511 and +13015375536. (updated on September 13, 2024)
What is Greg Clarke net worth?
Greg Clarke has an estimated net worth of $750,000 to $999,999
What company does Greg Clarke work for?
Greg Clarke works for Capitol Securities Mgt. Inc
What is Greg Clarke's role at Capitol Securities Mgt. Inc?
Greg Clarke is Managing Director /Private Wealth Advisor
What industry does Greg Clarke work in?
Greg Clarke works in the Financial Services industry.
Greg Clarke Email Addresses
Greg Clarke Phone Numbers
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