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Wood Financial Group, LLC Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Wood Financial Group, LLC is a local financial services firm focused on providing income strategies for individuals near or in retirement. The team offers objective investment guidance that leverages resources typically found at larger firms while maintaining the personal attention associated with smaller practices, and it integrates investment, tax, and estate planning into comprehensive financial plans. Serving clients in Hendersonville, Tennessee, the company positions itself to address retirement-focused planning needs by combining access to niche investments with tailored, holistic strategies. Investment advisory services are provided through Key Capital Management, Inc., and the firm operates within the broader financial services industry as a locally oriented, independent advisor.

Find Wood Financial Group, LLC employees' phone numbers or email addresses

Wood Financial Group, LLC Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Wood Financial Group, LLC's Leadership

  • Stylized image of a person
    A. S.
    President
    Mobile Phone
  • Stylized image of a person
    H. H.
    Investment Advisor Representative
    Mobile Phone
  • Stylized image of a person
    O. K.
    Processing Specialist
    Mobile Phone
  • Stylized image of a person
    J. M.
    Tax Assistant
    Mobile Phone

Wood Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Program & Project Management
  • Other
  • Sales

Contact profiles from Wood Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. S.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    H. H.
    Investment Advisor Representative
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    O. K.
    Processing Specialist
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    J. M.
    Tax Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Wood Financial Group, LLC known for?

Minus sign iconPlus sign iconWood Financial Group, LLC was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-615-826-****
. Explore Wood Financial Group, LLC's company overview page for more information.

What is Wood Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconWood Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wood Financial Group, LLC email formats with LeadIQ.

How many employees does Wood Financial Group, LLC have currently?

Minus sign iconPlus sign iconWood Financial Group, LLC has approximately 43 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wood Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Wood Financial Group, LLC's key employees include:

  • President: A. S.
  • Investment Advisor Representative: H. H.
  • Processing Specialist: O. K.
  • Tax Assistant: J. M.

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