Strategic hire strengthens Parkwoods’ financial leadership and supports advisor-centric growth strategy
Parkwoods Wealth Partners today announced Kevin Reilly, CFP®, as its new Chief Financial Officer and Head of Mergers & Acquisitions, a move that reflects the firm's strategic commitment to growth through partnerships with independent advisory firms.
Reilly brings nearly two decades of experience spanning Wall Street investment banking and strategic advisory in the RIA space. As an M&A investment banker at Barclays, he executed on transactions worth $10 billion in cumulative enterprise value. He then spent seven years at Dimensional Fund Advisors supporting RIAs with combined assets exceeding $30 billion. Most recently, he advised wealth management firms on strategic growth and M&A at Advisor Growth Strategies, a leading management consulting and transaction advisory firm in the wealth management space.
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, Reilly will lead Parkwoods’ internal financial function, spearhead acquisition strategy, and guide integration efforts, emphasizing sustainable growth and advisor alignment. “As we continue to scale, we’re focused on building a firm that lasts,” said Ed Edwin, COO and Co-Founder. “Kevin understands how to structure long-term growth, and he knows what success looks like for the advisors we work with.”
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.”
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.”
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.”
Reilly holds an MBA in Finance from Columbia Business School, a BA in English and Philosophy from Boston College, and is a Certified Financial Planner™. He will be based in Charlotte, NC and 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250624393379/en/
Dimensional Fund Advisors and AGS alum Kevin Reilly, CFP®, joins Parkwoods Wealth Partners as CFO and Head of M&A to accelerate strategic growth and advisor-centric acquisition initiatives.
Contacts
Bob French
bob.french@parkwoods.com
