Chapel Hill, NC Office

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 Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Woodward Financial Advisors, Inc., where he has worked since 2021. His prior roles include positions at Advice and Planning Services, TIAA-CREF, Scottrade, LPL Financial, and Vanguard. 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’s six-advisor team manages approximately $641 million in client assets, employing customized portfolios primarily composed of low-cost mutual funds, ETFs, and bonds with a focus on long-term strategies complemented by shorter-term trades as needed.

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.

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.

George Barrett III is a CFP® professional with one year of industry experience, currently serving at Woodward Financial Advisors, Inc. Prior to joining Woodward, he worked at Captrust for four years and has entrepreneurial experience with Carolina Solar Services LLC. Woodward Financial Advisors is a six-advisor team providing discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $641 million in client assets, focusing on customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, and applies a mix of fundamental, technical, and cyclical analysis.