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Woodrow W
CFP®, PFS™, Series 63, Series 65
Annapolis, MD
A.G.P. / Alliance Global Partners
Woodrow Willey Jr. is a CFP® and PFS™ with 29 years of experience in the financial industry. He is currently with A.G.P. / Alliance Global Partners and has held roles at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President overseeing tax return preparation and tax planning. Additionally, he is a licensed fixed life insurance agent. A.G.P. / Alliance Global Partners is a multi-team platform comprising approximately 131 advisors who manage nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, brokerage, and insurance services.
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