With 25 years’ experience as a Financial Advisor, I now lead a large team of Financial Advisors and Support Staff. Our mission is to help you achieve and maintain your personal financial independence by careful planning, innovative portfolio management and vigilant oversight. We provide Financial Planning and advise to thousands of clients around the country. Our process driven practice allows us to work with clients that need help with retirement planning, Social Security and Medicare planning, insurance planning and investment management.
WHY I TEACH
Over the years, I've given retirement planning seminars at companies like Lucent, Avaya and Winn Dixie. I really enjoy speaking to groups of employees about their retirement goals and helping them understand their company's benefits. It satisfies the teacher side of my personality. But it's AT&T employees who are the real focus of my practice.
Paul Wood and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by AT&T.