For more than two decades, Green and Henwood Wealth Management Group at RBC has been helping families navigate the complexities of wealth with confidence, clarity, and peace of mind. Based in St. Petersburg, the team has built its reputation on personalized service, deep expertise, and a true commitment to each client’s long-term success.

Led by Miles Green, CFA, and David Henwood, CFA, the group began its journey in 1999 at William R. Hough & Company as investment managers. When RBC acquired the firm in 2004, it gave the team access to an expanded network of financial resources while allowing them to preserve the client-first approach that defines their practice today. Julie Fisher has also been a key part of the team’s growth, and Brian Berger recently joined to further strengthen their client service experience.

What sets Green and Henwood apart is their hands-on investment management. Unlike many firms that outsource portfolio decisions, Miles and David personally manage client portfolios by selecting individual stocks and bonds tailored to each family’s specific goals. This approach allows for greater customization, tax efficiency, and the elimination of unnecessary third-party fees. Both advisors hold master’s degrees and have earned the prestigious Chartered Financial Analyst designation, reflecting the high level of expertise they bring to every relationship.

As a full-service wealth management team, they go far beyond investments. Their comprehensive process includes wealth and legacy planning, risk management, tax considerations, liquidity strategies, and lifestyle resources, all designed to support ultra-high-net-worth families through every stage of life.

Their mission is simple but powerful: to provide clients with financial peace of mind. That dedication is reflected in the trust they build with every family they serve. One longtime client, Seymour G., shared, “Thank you so much for everything you have done for our family. We really appreciate you and feel lucky to have found you.”

Beyond the office, the team is deeply involved in the local community, supporting and sponsoring more than a dozen organizations throughout St. Petersburg. Their ongoing work with Children's Dream Fund has become one of their proudest community commitments.

Looking ahead, Green and Henwood continues to expand its offerings, including alternative investments such as private equity, hedge funds, and real estate, along with exclusive services like private security, healthcare advisory, and college preparation resources.

For families seeking a trusted partner to help protect, grow, and preserve their wealth, Green and Henwood Wealth Management Group offers the experience and personal attention that truly makes a difference.