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Wendy W

CFP®, Series 66

Crystal River, FL

Edward Jones

Wendy Woods is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Alongside her financial career, she has been involved with Bikram Yoga Fort Collins since 2005. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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