wealth team
Greenwood Wealth Partners
$1.3BBook of businessas reported in coverage
5Advisors
Clive, IAMarket
1Moves on our record
The lineage
until Sep 25, 2026PRIORD.M. Kelly & Company
Sep 25, 2026PRIORRaymond James
Sep 26, 2026CURRENTRaymond James Associates
Sep 24, 2026team liftoutD.M. Kelly & Company → Raymond James
No published coverage yet.