Meet our team

Learn more about us

Contact us.
 

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in the following years as a Best-in-State Wealth Management Team.

  • 2023
  • 2024
  • 2025

Proud to work with nationally recognized teammates

As a wealth management team, it is gratifying to have multiple team members, recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards. 

David Henwood

  • Forbes Best-In-State Wealth Advisor - 2023, 2024, and 2025 

Miles Green

  • Forbes Best-In-State Wealth Advisor - 2024 and 2025

Let us help you grow more than wealth

We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted professional to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $1 billion. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.

Vision statement

For all of our clients to have financial peace of mind.

Our mission

Our team’s mission is to provide our clients with financial peace of mind by working with them to create a customized plan to achieve their goals. Our process and ongoing review assures that the plan stays on track. We focus on advising affluent families and institutions on all areas of wealth management including high quality, tax considerate, asset management tailored to each client’s goals and risk tolerances, retirement and legacy planning, protection strategies and liquidity needs. We strive to build long term relationships with our clients and their families based on trust, integrity and exceptional client service. 

Our value statement 

With over 90 combined years in the business, advanced degrees, CFA designations and the backing of a world class firm, our team has the knowledge base and support to ensure you and your family stays on track to achieve your goals for your life and future generations. We are unique in our investment management as we are the investment managers, building customized portfolios for you using individual stocks and bonds. This allows us to truly know and monitor exactly what you own. We charge one transparent fee that covers all the services we provide. We act with integrity in everything we do to build trust and long term relationships with our clients and their families and strive to always maintain a high level of excellence.

Bulletin Board

Social Media

See footer below for group’s social profiles >

If you have wealth to pass on to your heirs and you’ve not had a conversation about it, you’re not alone. Most haven’t. See our new wealth transfer planning guide and ask me for guidance so that your intentions and values become known. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

'One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be worthwhile for some. Here's...

'One Big Beautiful Bill' expands 529 plans. But are there better options?

Planning for college? A new tax bill could impact your education savings plans! Learn how proposed changes might affect your strategy. Stay informed and plan smart! #CollegeSavings

Read More

As a team we had the pleasure to volunteer at Trinity Cafe with Feeding Tampa Bay. We're thankful for the opportunity to help serve meals and support the amazing work of Feeding Tampa Bay! #FeedTampaBay #RBCFightsHunger #CommunitySupport

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »