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Braden B

Series 65

Roland, AR

Garland and Greenwood Wealth Advisors LLC

Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Lighthouse Financial and University of Arkansas, as well as experience in education at Russellville High School and Russellville Jr High School. Garland & Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored portfolio management, diversification, and due diligence on Independent Managers, operating with approximately $77 million in assets and offering services without a minimum account balance.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Richard S

Series 63, Series 65

Roland, AR

Garland and Greenwood Wealth Advisors LLC

Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Portfolio Medics, LLC and Retirement Wealth Advisors. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ objectives, conducts due diligence on Independent Managers, and offers a combination of standalone planning and asset management without a minimum account balance.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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William C

Series 63, Series 66

Roland, AR

Garland and Greenwood Wealth Advisors LLC

William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Next Financial Group, Inc., and Raymond James Financial Services, Inc. Outside of advisory work, he has a minority interest in The Bistro Group, which operates a local bistro in Little Rock, AR. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management with a focus on diversification, due diligence on independent managers, and flexibility in investment options, serving clients without requiring minimum account balances.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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