Parkwoods Wealth Partners is pleased to announce Kevin Reilly, CFP®, as our new Chief Financial Officer and Head of Mergers & Acquisitions. Kevin’s arrival represents an important step in our ongoing strategy to enhance financial leadership and expand through thoughtful partnerships with independent advisory firms.

Deep Industry Expertise

With nearly two decades of experience spanning Wall Street investment banking and strategic advisory within the RIA sector, Kevin brings deep industry expertise. At Barclays, he executed on transactions worth more than $10 billion in enterprise value, He then spent seven years at Dimensional Fund Advisors supporting RIAs with combined assets exceeding $30 billion. Most recently, Kevin advised leading wealth management firms on strategic growth at Advisor Growth Strategies, a respected consultant and transaction advisor in our industry.

Aligned Vision and Strategic Growth

CEO Al Sears emphasized the significance of Kevin’s hire: “We’ve reached a point in our growth where operational and capital sophistication need to keep pace with our vision. Kevin brings both. His background at Barclays and Dimensional gives him a unique ability to think strategically and execute precisely.”

In his new role, Kevin will direct Parkwoods’ internal financial function, spearhead our acquisition strategy, and guide the integration of new partner firms. This work aligns with our commitment to sustainable growth and deep advisor relationships.

Built for Long-Term Success

“As we continue to scale, we’re focused on building a firm that lasts,” said Ed Edwin, COO and Co-Founder. “Kevin understands long-term growth and deeply appreciates what success looks like from an advisor’s perspective.”

Reilly’s time at Dimensional makes him a particularly strong fit. “Our investment strategy is rooted in evidence, and we apply that same discipline to how we build the firm,” said Bob French, CFA, Chief Investment Officer and Head of Marketing. “Kevin brings a data-driven approach to capital allocation and M&A that fits perfectly with our vision.” 

Parkwoods continues to expand its advisory footprint through partnerships with firms that share its values. Kevin’s leadership will enhance both internal infrastructure and the firm’s ability to support new partner firms. 

Chris Gardner, Head of Advisory, further highlighted Kevin’s industry understanding: “Kevin has sat at the table with founders facing critical decisions. He brings credibility, empathy, and strategic clarity—qualities essential to supporting our advisor partners.”

Kevin’s Perspective

For Kevin, joining Parkwoods was a clear choice: “This is a firm that puts its philosophy into practice – both in how it invests and how it grows. I’m excited to help build a Finance and M&A strategy that supports advisors and enhances client outcomes.”

Kevin holds an MBA in Finance from Columbia Business School, a BA in English and Philosophy from Boston College, and is a Certified Financial Planner™. Based in Charlotte, NC, he will report directly to CEO Al Sears.

About Parkwoods Wealth Partners

Parkwoods Wealth Partners is dedicated to helping individuals and families live purposeful financial lives through evidence-based investing and Principles First Financial Planning. By partnering with independent advisors, Parkwoods combines institutional resources with boutique flexibility, emphasizing fiduciary responsibility and enduring client relationships.

We invite our clients, advisors, and industry partners to connect with Kevin Reilly and discover the future of investing at Parkwoods Wealth Partners.

Welcome aboard, Kevin!