Gizelle Grace, originally from Los Angeles, is an alumna of Southern Methodist University, where she earned her degree in Economics with Finance Applications.  

Before joining CWA, Gizelle worked as a financial solutions advisor at Merrill Lynch Wealth Management in Dallas. She has also worked with clients at Bank of America, focusing on building and managing their financial plans. In her role at CWA, Gizelle provides investment advisory services for 401(k) and retirement plans, focusing on building a foundation of financial education and structuring plans to meet the unique needs of her clients.  

“I emphasize taking the time to equip clients with the knowledge and tools they need to live better today and for years to come. In an age where financial education is lacking, I find my passion in combining client education and financial planning. Providing this foundational knowledge to investors empowers them to not only reach their financial goals but live out their dreams the way they always envisioned.” 

In her free time, Gizelle enjoys visiting the gun range, cooking Lebanese cuisine and volunteering with her church.