Brian D.
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Brian D. Email & Phone Number

Director of Wealth Management at Greenwood Capital
Location: Greenville, South Carolina, United States 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Greenwood Capital
Role
Director of Wealth Management
Location
Greenville, South Carolina, United States
Company size
20 employees

Who is Brian D.? Overview

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Quick answer

Brian D. is listed as Director of Wealth Management at Greenwood Capital, a with 20 employees, based in Greenville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Brian D..

Brian D. previously worked as Financial Advisor at Linden Thomas and Financial Advisor at Ubs. Brian D. holds Mba, Business Finance from Samford University.

Company email context

Email format at Greenwood Capital

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Greenwood Capital

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Profile bio

About Brian D.

I sit down with people who are ready for a solution. I will meet you where you are: one-on-one in my office, across the dining table with your family, or in the board room of your organization. My goal is to convert your specific, complex situation into a simple, achievable plan. That is what life planning is all about: taking worries off your plate while remaining just a phone call away when you have questions. If you are ready to talk, I’d love to connect: 864-335-2421. Since growing up in Travelers Rest, I have remained focused on giving back to the Upstate Community, such as volunteering for Meals on Wheels and serving on the executive board of the Blue Ridge Council Boy Scouts of America. In my spare time, you will find me riding my Jeep with my daughter or out on the golf course with my son.

Current workplace

Brian D.'s current company

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Greenwood Capital
Greenwood Capital
Director of Wealth Management
greenville, south carolina, united states
Website
greenwoodcapital.com
Employees
20
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4 roles

Brian D. work experience

A career timeline built from the work history available for this profile.

Director Of Wealth Management

Current
Greenwood Capital

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 www.greenwoodcapital.com.

Mar 2010 - Present

Financial Advisor

Linden Thomas

Charlotte, North Carolina Area

Dec 2008 - Mar 2010

Financial Advisor

Ubs

Greenville, South Carolina Area

Aug 2007 - Dec 2008

Financial Advisor

Smith Barney

Greenville, South Carolina Area

Apr 2002 - Aug 2007
Team & coworkers

Colleagues at Greenwood Capital

Other employees you can reach at greenwoodcapital.com. View company contacts for 20 employees →

DL Denise Lollis, Cpfa Denise Lollis, Cpfa Colleague at Greenwood CapitalGreenwood, South Carolina, United States View → JB John B Proctor Jr John B Proctor Jr Colleague at Greenwood CapitalGreenville, South Carolina, United States View → JC John Cooper, Cfp® John Cooper, Cfp® Colleague at Greenwood CapitalGreenwood, South Carolina, United States View → ES Emily Snider Emily Snider Colleague at Greenwood CapitalGreenwood, South Carolina, United States View → CK Coco Kelly Coco Kelly Colleague at Greenwood CapitalCharlotte, North Carolina, United States View → JB Justin Bartanus Justin Bartanus Colleague at Greenwood CapitalGreenville, South Carolina, United States View → JW John Wiseman John Wiseman Colleague at Greenwood CapitalGreenwood, South Carolina, United States View → WB Will Bond Will Bond Colleague at Greenwood CapitalGreenwood, South Carolina, United States View → KE Kalisse Evert Kalisse Evert Colleague at Greenwood CapitalGreenville, South Carolina, United States View → CB Colin Burns, Mba Colin Burns, Mba Colleague at Greenwood CapitalGreenville, South Carolina, United States View →
2 education records

Brian D. education

FAQ

Frequently asked questions about Brian D.

Quick answers generated from the profile data available on this page.

What company does Brian D. work for?

Brian D. works for Greenwood Capital.

What is Brian D.'s role at Greenwood Capital?

Brian D. is listed as Director of Wealth Management at Greenwood Capital.

Where is Brian D. based?

Brian D. is based in Greenville, South Carolina, United States while working with Greenwood Capital.

What companies has Brian D. worked for?

Brian D. has worked for Greenwood Capital, Linden Thomas, Ubs, and Smith Barney.

Who are Brian D.'s colleagues at Greenwood Capital?

Brian D.'s colleagues at Greenwood Capital include Denise Lollis, Cpfa, John B Proctor Jr, John Cooper, Cfp®, Emily Snider, and Coco Kelly.

How can I contact Brian D.?

You can use AeroLeads to view verified contact signals for Brian D. at Greenwood Capital, including work email, phone, and LinkedIn data when available.

What schools did Brian D. attend?

Brian D. holds Mba, Business Finance from Samford University.

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