EXPERIENCE. DILIGENCE. PARTNERSHIP.
At The Arthur Woodby Financial Group of Wells Fargo Advisors, we believe that having the right team in your corner makes all the difference. Our clients benefit from the collective experience of seasoned financial advisors and a dedicated support team committed to delivering personalized strategies and attentive service.
Whether you're planning for retirement, managing investments, or building a legacy, we're here to help you navigate every step with confidence and clarity.
Experience. Diligence. Partnership.
That’s the Arthur Woodby difference.
Education
Amy Arthur holds an MFA from The Ohio State University and a BFA from the University of Iowa.Joshua Woodby holds a BA in Marketing from Walsh University.
To add value to our clients’ wealth management solutions, Joshua Woodby and Amy Arthur hold several distinguished professional designations within the financial services industry
Joshua Woodby Managing Director-Investments and Amy Arthur Managing Director-Investments are both CERTIFIED FINANCIAL PLANNER professionals®
This designation is one of the most recognized in the financial services industry. CFP® professionals demonstrate extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for their clients. Financial Advisors with this certification specialize in reviewing your current assets, creating a personalized and flexible investing plan for you, and coordinating your estate planning strategies with other professionals in your life. Both of our advisors proudly hold this certification and have completed the rigorous courses and examinations required to earn the designation through the Certified Financial Planner Board of Standards. CERTIFIED FINANCIAL PLANNER CERTIFICATION®A Financial Advisor who has earned the CFP® certification has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country, as well as a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
RICP® (Retirement Income Certified Professional) (Josua Woodby)
An achieved certification through The American College of Financial Services that illustrates the ability to understand, choose, and execute a sustainable retirement income strategy.SE-AWMA™ (Sports and Entertainment-Accredited Wealth Management Advisor) (Joshua Woodby and Amy Arthur)
Sports and Entertainment professionals have often complex financial needs anchored in their unique earning profiles (sudden wealth and multiple income streams) and variable career spans.
The SE-AWMA℠ designation is the first and only professional designation from an accredited college or university that equips advisors with the insights needed to address the sophisticated financial planning needs of their high-net-worth sports and entertainment clients. Amy and Josh are both founding council members of the Wells Fargo Sports and Entertainment Group, instrumental in the creation of this group.