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John W

Series 63, Series 66

Zanesville, OH

STIFEL

John Wood Jr. is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 27 years of industry experience. He joined Stifel in 2020 after working at Wells Fargo Clearing from 2016 to 2020 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering analyses and guidance for asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
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