John Woods

I help build, manage, preserve, and transition wealth for a select group of individuals, families, and business owners. Wealth consists of Investments, Liability Management, Insurance, and Estate Planning Strategies. My process begins by listening to my clients. I listen and understand their current situation, past experiences and their future goals and objectives. With the information clients share with me I go to work. I study, test, analyze, model, and develop strategies designed to help them meet their goals and objectives. Then I explain my recommendations in plain English with minimal technical jargon. With my client's permission, I implement my recommendations in an independent, objective, unbiased and cost-effective manner. Once I implement a client's plan, I will meet with them to review it to help make sure they are still on track to accomplish their goals. I bring over 20 years of experience as a financial advisor to the table. I earned a Bachelor of Science in business administration with a concentration in finance from the University of New Mexico. I continue to participate in education, advanced training, and ongoing personal development. I am proud to deliver my services through Wells Fargo Advisors, an institution that stands for strength and stability, where culture counts - a culture of advice and guidance, relationships and teamwork, innovation and technology, community support, diversity, and corporate responsibility. I do so with passion, commitment, and energy to help my clients succeed financially - to help my clients build, manage, preserve, and transition wealth.