Broker Check

Richard Fields - Integrated Advisory Services - Winston-Salem, NC

110 Oakwood Drive, Suite 470, Winston-Salem, NC 27103

TEL.336-714-5050

Strategic Partners

Our team provides clients with independent, experienced and senior level attention.

Founder and Managing Principal of Integrated Advisory Services. Since 1989, has provided advisory services to high net worth families and business owners. Holds the CExP designation as a Certified Exit Planning Specialist.

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Has been a Principal with Integrated Advisory Services since 1999. Specializes in working with Business Owners providing strategic planning and benefit packages for employees.

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Brian Soper

Business Succession Consultant

336-918-2134

Principal at KSB Consulting, an executive search firm specializing in the financial services industry. Director, Business Development at United Communications Group, an electronic publishing firm based in Washington, DC.

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Wood Britton

Business Succession Consultant

336-671-9380

Co-founder of investment banking firm that completed M&A transactions valued in excess of $6.5 billion. Co-founder of Steelhead Capital, owner of a $65 million revenue commercial plumbing supply company (Murray Supply). Former...

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Since 1994, has served as Operations Manager. Helps provide servicing for all client relationships, striving to exceed their expectations.

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Has served as the Administration Assistant for Integrated Advisory Services since 2010. Provides assistance for our advisors and clients relationships, striving to exceed their expectations.

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