Brian D.

Director of Wealth Management at Greenwood Capital

Role
Director of Wealth Management at Greenwood Capital
Location
Greenville, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian D.

I sit down with people who are ready for a solution. I will meet you where you are:…

Experience

  1. Director of Wealth Management

    Greenwood Capital

    Mar 2010 — Present

    Specialties: Strategic Financial Planning | Retirement Planning | Estate and Tax Planning Strategies | Organizational Accounts | Insurance AnalysisGreenwood Capital brings a 50-year history of real world investment management solutions from real people who care. We know investors have their own goals and aspirations. That’s why we place a premium on listening and understanding. Smart and globally savvy, our investment management team is uniquely qualified to look at today\'s world markets and cut through passing trends to bring you sound advice. We know the complexities of the financial world. Our point of difference is that we will also know you. Our success begins and ends with you — your goals and needs.For additional information, visit

Education

  • Samford University

    BA, Psychology

    1992 — 1996

  • Samford University

    MBA, Business Finance

    1998 — 2000

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Brian D. — Director of Wealth Management at Greenwood Capital in Greenville, SC, US | Unifers