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David Wood - Financial Advisor in Littleton, CO

David Wood

Financial Advisor

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I grew up outside of St. Louis and still have my midwestern values at heart. I came to Colorado in 1993 for college and it was there that I met my best friend and wife, Kathleen. Together, we have three children and a very active family, ta...... Show More
Location & Business Hours
Friday
08:00AM to 01:00PM
Saturday
appointment
Sunday
closed
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About
I grew up outside of St. Louis and still have my midwestern values at heart. I came to Colorado in 1993 for college and it was there that I met my best friend and wife, Kathleen. Together, we have three children and a very active family, taking advantage of all that Colorado has to offer. From biking and hiking in the summer to skiing all winter, we are proud to call this our home. Having worked in the financial services industry for the past 17 years, I joined Edward Jones in 2018. As an Edward Jones financial advisor, I believe that, before we ever work together, it’s important to invest my time in understanding what's most important to you. I am looking to partner with you throughout your life to help you stay on track with your financial goals. This kind of long-term partnership operates most successfully when we take the time to get know each other and determine how to best work together.Regardless of what your financial objectives may be, we use an established process to develop specific strategies to help you achieve your goals. We will monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Working together, we can help you develop a complete, tailored strategy for your unique situation.Trust and communication are the foundation of any relationship. My clients trust me and know I am working in their best interest at all times. Here are three simple steps that will enable us to work as a team and help you achieve your financial dreams:1. I will take the time to truly understand what is important to you.2. We will use an established process to build personalized strategies to help you reach your goals. 3. We will partner together throughout your life to help keep you on track. I look forward to meeting and getting to know you and your family, and I will partner with you to help you accomplish your goals.
Specialities
Skiing
Spending Time with Family
Golfing
Technology
Home Improvement
business retirement plans
divorce finances
entrepreneurs & business owners
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FAQs
Here are some Frequently Asked Questions about David Wood
What organization is David Wood associated with?
David Wood is associated with Edward Jones.
What is David Wood’s work email address?
David Wood’s professional email address is d*********2@e**********.com. You can also email David Wood by clicking on the contact David Wood.
Where is David Wood based out of?
David Wood’s primary location is Littleton, CO.
What is David Wood's phone number?
David Wood's phone number is (303) 347-3069
What is David Wood's title??
David Wood is a Financial Advisor.