Advisors at this firm
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 work includes roles at Lighthouse Financial and positions in education at the University of Arkansas and Arkansas Tech University. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning to individual clients, including high-net-worth households. The firm manages approximately $53 million in client assets and offers personalized portfolio management with formal supervisory review, along with client-facing educational seminars and workshops.
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 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors and Portfolio Medics, LLC. In addition to his advisory role, he is the owner and president of Financial Dynamics, a business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $53 million in assets and offers personalized portfolio management with supervisory review, along with client educational seminars and workshops.
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 in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2015 and joined Garland and Greenwood Wealth Advisors in 2023. Outside of his advisory roles, he has part ownership in a local restaurant business, Vesuvio Bistro. Garland and Greenwood Wealth Advisors provides portfolio management and financial planning services to individual clients, including high-net-worth households, managing approximately $53 million in assets across 200 client relationships. The firm emphasizes personalized portfolio management with formal supervisory review and offers client educational seminars and workshops in addition to traditional wealth management.
John K
Series 66
Roland, AR
Garland and Greenwood Wealth Advisors LLC
John Kellar II is a financial advisor at Garland and Greenwood Wealth Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and LPL Financial. Prior to his advisory career, he spent 14 years at Hixson Lumber Company. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $53 million in assets. The firm emphasizes personalized portfolio management with supervisory review and offers client educational seminars, which is uncommon among similar supported firms.