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Douglas W

Series 63, Series 65

Petosky, MI

Wells Fargo Advisors

Douglas Wood is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated firms since 2009. Wood serves as a trustee and co-trustee for several family and client trusts and is an investment committee member of Van Elslander Capital. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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