

Wood Financial Group, LLC Information
Contact top employees from
Wood Financial Group, LLC
Summary
Wood Financial Group, LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Hendersonville, Tennessee, USA. The number of employees ranges from 25 to 100. The annual revenue of Wood Financial Group, LLC varies between 5.0M and 25M. To connect with Wood Financial Group, LLC employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Retirement Planning, Investment and Financial Planning Advice, Tax Savings Strategies, Wealth Management
DMA Code
Nashville Metropolitan Area
Founded
2006
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Wood Financial Group, LLC
Organization Website
Social Links
Phone Number
615-826-5749
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Wood Financial Group, LLC shows a diverse range of experience levels:
8% have been with the company for less than 1 year15% for 1–2 years31% for 3–4 years15% for 5–7 years15% for 8–10 years15% have over 11 years of service at Wood Financial Group, LLCEx-employees positions
In Company
In New Company
Contact top employees from
Wood Financial Group, LLC
Charlie Rey
Senior Wealth Advisor
Jackson Weeks
Senior Wealth Advisor
Olivia Kemp
Processing Specialist
Jacqueline Garneau
Chief Marketing Officer
Deborah Wilson
Tax Assistant
Brittany Green
Client Relations Administrator
Stacy Ballinger
Processing Supervisor
Caroline Pearce
Marketing Coordinator
Rachel Biggerstaff
Partner, Investment Advisor Representative
Darlene Godfrey
First Impressions Manager
Alison Ray
Senior Executive Assistant
Hannah Herman
Investment Advisor Representative
Natalie Sherlock
Workshop/Marketing Coordinator
Robin Weir
Marketing Events Coordinator
Selina Iannino
Marketing Coordinator
Andrew Harrison
Investmentment Advisor Representive
Micheal Upshaw
Client Relations Administrator
Casey Simmons
Scheduling & Workshop Coordinator
Grace Ferguson
Client Relations Administrator
Jaclyn Stamps
Project Manager
Jacob Harrison
Investment Advisor Representative
Tyler Morris
Financial Processing Specialist
James Jordan
Processing Specialist
Jacqueline Garneau
Chief Marketing Officer
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FAQ
Wood Financial Group, LLC operates in the Financial Services industries. More details can be found on the official website: WoodFinancialGroup.com.
The headquarters of Wood Financial Group, LLC are located in Hendersonville, United States.
You can contact Wood Financial Group, LLC by phone at 615-826-5749.
Wood Financial Group, LLC currently employs 10-50 people.
Wood Financial Group, LLC's revenue is approximately 9.9M.