Broward Grove Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Broward Grove provides strategic leadership, governance, planning and advisory services to families who are committed to being effective stewards of capital across generations.  Our goal is to help clients live well, give well and plan well as they navigate the practical and emotional complexities of legacy wealth.  We guide families on that journey, providing customized solutions to a small number of family groups within a full suite of family office services.

Find Broward Grove employees' phone numbers or email addresses

Broward Grove Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Broward Grove's Leadership

  • Stylized image of a person
    C. D.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    L. P.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    M. B.
    Chief Operating Office
    Phone icon
  • Stylized image of a person
    L. S.
    Manager Of Investment Analytics
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  • Stylized image of a person
    M. H.
    Manager Of Client Services
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  • Stylized image of a person
    A. L.
    Manager Of Tax And Planning
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  • Stylized image of a person
    M. G.
    Client Services Associate
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  • Stylized image of a person
    E. Y.
    Senior Manager Of Impact Services
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Broward Grove Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Broward Grove

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. D.
    Chief Executive Officer
    Phone icon
    United StatesNorth Carolina
    Apr 23, 2024
  • Stylized image of a person
    L. P.
    Chief Operating Officer
    Phone icon
    United StatesNorth Carolina
    Nov 14, 2025
  • Stylized image of a person
    M. B.
    Chief Operating Office
    Phone icon
    United StatesNorth Carolina
    Jan 09, 2026
  • Stylized image of a person
    L. S.
    Manager Of Investment Analytics
    Phone icon
    United StatesUtah
    Sep 09, 2025
  • Stylized image of a person
    M. H.
    Manager Of Client Services
    Phone icon
    United StatesNorth Carolina
    Nov 10, 2025
  • Stylized image of a person
    A. L.
    Manager Of Tax And Planning
    Phone icon
    United StatesNorth Carolina
    Oct 16, 2024
  • Stylized image of a person
    M. G.
    Client Services Associate
    Phone icon
    United StatesNorth Carolina
    Oct 22, 2024
  • Stylized image of a person
    E. Y.
    Senior Manager Of Impact Services
    Phone icon
    United StatesNorth Carolina
    Nov 13, 2025

Frequently Asked Questions

What is Broward Grove known for?

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Broward Grove operates in the Financial Services industry. The company's main headquarters is located in 5970 Fairview Road Suite 705 Charlotte, North Carolina 28210 United States. Explore Broward Grove's company overview page for more information.

What is Broward Grove's most common email format?

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Broward Grove employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Broward Grove email formats with LeadIQ.

How many employees does Broward Grove have currently?

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Broward Grove has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Broward Grove's key employees and leadership?

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As of February 2026, Broward Grove's key employees include:

  • Chief Executive Officer: C. D.
  • Chief Operating Officer: L. P.
  • Chief Operating Office: M. B.
  • Manager Of Investment Analytics: L. S.
  • Manager Of Client Services: M. H.

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