What departments does Broward Grove have?

Broward Grove has employees across 2 departments including Operations, Analytics.

What is the largest department at Broward Grove?

The largest department at Broward Grove is Operations with 2 employees.

Where are Broward Grove employees located globally?

Broward Grove has employees across 1 continents and 1 countries including United States Of America.

How has Broward Grove's team size changed over time?

Broward Grove's team has grown from approximately 7 to 8 employees based on available data.

Broward Grove Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Broward Grove is a financial services firm that delivers strategic leadership, governance, planning and advisory services to families seeking to steward capital across generations. Its work centers on helping clients navigate the practical and emotional aspects of legacy wealth, supporting aims to live well, give well and plan well. The firm provides customized solutions to a small number of family groups within a full suite of family office services.

The company is based in Charlotte, North Carolina. It operates within the financial services industry, targeting families as its primary client base.

Broward Grove Global Highlights

North America
11

United States Of America
11

Broward Grove's Leadership

C. D.
Chief Executive Officer
Mobile Phone
Email
L. P.
Chief Operating Officer
Mobile Phone
Email
M. B.
Chief Operating Office
Mobile Phone
Email
L. S.
Manager Of Investment Analytics
Mobile Phone
Email
M. H.
Manager Of Client Services
Mobile Phone
Email
A. L.
Manager Of Tax And Planning
Mobile Phone
Email
M. G.
Client Services Associate
Mobile Phone
Email
E. Y.
Senior Manager Of Impact Services
Mobile Phone
Email

Broward Grove Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Broward Grove

Name

Title

Contact

Location

Last Update

C. D.
Chief Executive Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
L. P.
Chief Operating Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
M. B.
Chief Operating Office
Mobile Phone
Email
United StatesNorth Carolina
Jan 09, 2026
L. S.
Manager Of Investment Analytics
Mobile Phone
Email
United StatesUtah
Mar 24, 2026
M. H.
Manager Of Client Services
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026
A. L.
Manager Of Tax And Planning
Mobile Phone
Email
United StatesNorth Carolina
Oct 16, 2024
M. G.
Client Services Associate
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2024
E. Y.
Senior Manager Of Impact Services
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026

Frequently Asked Questions

What is Broward Grove known for?

Broward Grove operates in the Financial Services industry. Explore Broward Grove's company overview page for more information.

What is Broward Grove's most common email format?

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?

Broward Grove has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Broward Grove's key employees and leadership?

As of July 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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Broward Grove Employee Directory

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