Advisor at Garland and Greenwood Wealth Advisors LLC
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Firm
Garland and Greenwood Wealth Advisors LLC
Location
Roland, AR 72135
Credentials
Series 63, Series 65
Industry experience
19 years
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.
Based on Garland and Greenwood Wealth Advisors LLC
Receives commissions from insurance sales through LPL Financial.
7915 Hwy 300
Roland, AR 72135
Arkansas
Garland & Greenwood Wealth Advisors
2025 - Present (1 year)
Portfolio Medics, LLC
2020 - Present (6 years)
Retirement Wealth Advisors
2015 - 2020 (5 years)
Financial Dynamics
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Series 63, Series 65
Little Rock, AR
Brown & Associates
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
Series 63, Series 65
Little Rock, AR
White McGowan
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