CAPITAL VIEW WEALTH MANAGEMENT - Key Persons

Andrew D. Grace - Founder

Job Titles:
  • Co - Founder
  • Financial Advisor
  • Partner
Andrew Grace is the co-founder of Capital View Wealth Management where he brings a unique approach to the investment advisory business. Andrew demonstrates the ability to arrive at an appreciation of each client's unique needs and concerns, which he integrates into the strategies of the financial planning process. Andrew loves the practice of financial planning as he finds personal satisfaction in helping people work towards their financial planning goals, making their lives easier to manage and enabling clients to do more of what is important to them. With 20 years of experience as a financial advisor, Andrew has honed his skill in effectively communicating complex concepts in a clear and understandable fashion. Furthermore, Andrew embraces his role as a fiduciary to his clients. Being a fiduciary requires that the client's needs come first and that all real or potential conflicts of interest must be eliminated or clearly disclosed. Andrew has earned the Chartered Financial Consultant (ChFC®) designation, the most extensive educational program required for any financial services credential. This is the "Advanced Financial Planning" designation conferred by The American College.The premier ChFC® designation typically takes several years for the professional to earn, and it includes adherence to a strict code of ethics and requirements for continuing education throughout an advisor's career. Andrew's talents are also evident when working with qualified plans. His dedication to a fiduciary standard of care with the plan sponsor, the trustees, and his firm, is evident in having earned the Accredited Investment Fiduciary, (AIF®) professional designation from Fiduciary360. This indicates that he has received formal training in investment fiduciary best practices. As well, Andrew has earned the Chartered Mutual Fund Counselor (CMFC®) designation from the College for Financial Planning. The CMFC® program provides the education necessary to earn the only industry-recognized mutual fund designation.

Dennis R. Browne - Founder

Job Titles:
  • Branch Manager
  • Co - Founder
  • Financial Advisor
  • Partner
Helping people, whether it's planning for retirement or college expenses, is truly Mr. Browne's passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Denny is the Co-Founder, Branch Manager and a Financial Advisor with Capital View Wealth Management, LLC with his main focus on Personal Financial Planning. He brings a wealth of experience and knowledge to his role as financial advisor with over 26 years in the industry. His diverse background and training enables him to help clients to pursue their long-term financial goals through comprehensive, individual financial planning.

Robert W. Teague

Job Titles:
  • Financial Advisor
  • Financial Advisor With
Rob completed his Bachelor's Degree, graduating from HoughtonCollege in 1999. Rob began his career in the Financial Services Industry as a Financial Advisor with Prudential in 2000. In 2002, Rob began work as the Financial Advisor in Belco Community Credit Union, where he assisted credit union members, business owners, and institutions with retirement planning, financial guidance, and investment management. He also worked closely with the leadership of Belco in building staff teams to successfully manage referrals and clients. In 2008, Rob left Belco to become the Executive Director of Ambassador Foundation, a faith-based non-profit in Lancaster, PA, where he continues to serve. Rob complements our team at Capital View Wealth Management with specific experience in assisting clients with Charitable Planning, including Donor Advised Funds, Charitable Remainder Trusts, In-Kind Gifts, and other advanced charitable planning techniques. Rob is a recent graduate of the American Banker's AssociationTrustSchool at EmoryUniversity. As a Financial Advisor with Capital View Wealth Management, Rob blends strong leadership experience with a loyal dedication to his clients. Rob focuses his practice on implementing comprehensive strategies to help his clients achieve...