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Jodi W

Series 63, Series 65

Cotopaxi, CO

Kestra Advisory

Jodi Woodruff is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Commonwealth Financial Network and operated Woodruff Financial Consultants, LLC for over two decades. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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