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William K
ChFC®, Series 63, Series 65
Lynchburg, VA
Wood Creek Capital Advisors, LLC
William King is a ChFC® credentialed financial advisor at Wood Creek Capital Advisors, LLC with 37 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company for over three decades. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and variable life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs, conducting regular portfolio reviews and accommodating client-imposed restrictions.
Douglas J
Series 66
Lynchburg, VA
Wood Creek Capital Advisors, LLC
Douglas Jones is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Wood Creek Capital Advisors, LLC since 2020 and previously worked at several firms including LPL Financial LLC and Mass Mutual Investors Services. Wood Creek Capital Advisors serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary and non-discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, using fundamental, technical, and charting analysis to guide security selection and asset allocation.
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