Woodward Financial Advisors, Inc.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Alexander Richani is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Woodward Financial Advisors, Inc. since 2021 and previously held roles at Advice and Planning Services, TIAA-CREF Individual & Institutional Services, Scottrade, LPL Financial, and Vanguard. He is based in Chapel Hill, NC. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates. The firm manages approximately $574 million in assets, focusing on customized, globally diversified portfolios that emphasize low-cost passive index funds and ETFs alongside selective active investments.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.

Laura Neal is a CFP® professional with eight years of experience in financial advising. She has been with Woodward Financial Advisors, Inc. since 2022 and previously worked at Pembroke Advisors, Inc. for nine years. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm manages approximately $574 million in assets for about 196 clients, emphasizing a strategic, globally diversified approach that favors low-cost passive index funds and ETFs, with customized investment plans tailored to each client.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.