Aprio announced that Eric Flynn, CFA, CPA, has been named Chief Wealth Officer of Aprio Wealth Management in a newly established leadership role aimed at accelerating the firm’s strategic growth and further integrating its wealth advisory platform. Aprio is currently the 24th largest business advisory and accounting firm in the United States.
Flynn brings over twenty years of experience in developing and expanding wealth management platforms by aligning advisory teams and digital infrastructure to support client needs. Most recently, he served as Head of Wealth Management for a national digital family office, where he oversaw more than 50 professionals and played a key role in doubling the firm’s scale within a single year. Before that, he held senior leadership roles at a top twenty-five accounting firm, where he led the development of integrated advisory teams and strategic partnerships focused on holistic wealth planning.
Aprio Wealth Management is also introducing a new collaborative client service structure to support its continued growth. Under this model, clients will work with an integrated advisory team that includes a wealth advisor, financial planner, and client service associate. The approach is designed to ensure that financial decision-making is coordinated across tax planning, investment management, and estate considerations, pairing personalized guidance with the efficiency of a modern digital platform.
Flynn is an active contributor to industry leadership and education. He serves on the Montana State University College of Business Dean’s Advisory Board and the Bozeman Health Foundation Board. He also represents the Western Region CFA Societies to the CFA Institute Board of Governors as the President’s Council Representative.
Aprio provides advisory, tax, audit, managed services, and private client solutions to individuals, entrepreneurs, and businesses across industries in more than fifty countries. The firm employs over 2,500 professionals supporting clients ranging from emerging growth companies to market leaders.
KEY QUOTES:
“Eric is a transformative leader with a proven ability to scale platforms that put clients at the center of every decision. His strength in bringing together people, technology, and strategy will accelerate our vision for Aprio Wealth Management – one where collaboration, accountability, and proactive planning come together to anticipate client needs and align every financial decision with broader goals.”
Keith Greenwald, CEO of Aprio Wealth Management
