Grace Kathryn Dymski

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Shorebridge Wealth Management
  Pittsburgh, PA
• 06/2020 → 07/2022
  Northwestern Mutual - Intandem Financial
  Mechanicsburg, PA
• 08/2018 → 05/2022
  Grove City College
  Grove City, PA
• 06/2018 → 03/2019
  Brick Kitchen & Bar
  Carlisle, PA
• 06/2017 → 02/2018
  Chick-Fil-A
  Mechanicsburg, PA
• 08/2005 → 06/2018
  Pennsylvania Cyber Charter School
  Midland, PA
• 09/2019 → 03/2020
  The Center For Entrepreneurship + Innovation -Grove City College
  Grove City, PA
• 08/2020 → 12/2021
  Grove City College - Stem Department
  Grove City, PA
• 09/2022 → 05/2023
  Grove City College - Athletic Department
  Grove City, PA
• 08/2022 → Present
  Raymond James Financial Services
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Shorebridge Wealth Management, LLC Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222-4751, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor. Collaborates with the firm's advisors to provide comprehensive service and support to individual and institutional clients. Primary focus is assisting the advisors in the development and implementation of financial strategies for families and individuals.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-01

Designations

• Certified Financial Planner