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Wesley P. Wood

Wesley P. Wood

President

Wes Wood is the founder and president of Wood Financial Group. Three-time winner of best financial advisor in Sumner County, Tennessee,* Wes has played an instrumental role in helping clients reach their financial goals for over seventeen years. Wes provides comprehensive financial strategies including wealth management and retirement planning. He specializes in helping clients invest for income and preserve capital during retirement. 

Wes’s deep commitment to his clients and their success drives him to serve in the financial industry. He values financial education to his clients and to the community. He gives numerous community education workshops and also reaches people through his radio show, The Retirement Income Doctor on WLAC. He has been featured as a financial expert on several national television shows such as Fox Business, The Willis Report and Varney & Co.

With the goals and needs of his clients as his guide, Wes builds custom investment strategies. He values the long relationships he has developed with his clients through years of dedication to them. By listening to their concerns, Wes generates custom solutions for their unique circumstances.

Wes is committed to improving his community. He participates on the board of Advisor’s Academy, an organization that helps develop advisors across the country. He also volunteers at his local church and the Loyalty Foundation at Ole Miss. He lives in Hendersonville, Tennessee, with his wife, Susannah, their two daughters, and their dog, Lulu. Wes graduated from the University of Mississippi with a Bachelor’s degree in Business Administration and a Minor in Accounting. He enjoys golfing and race car driving.

 

*As voted by the readers of the Hendersonville Standard, Gallatin News, and the Portland Sun.