JOHN WOODS

Senior Financial Advisor

Senior Vice President - Investments

Address: 2410 S POWER RD , MESA , AZ 85209
Call: 480-649-5684  |  866-281-7436    Fax: 480-396-5590
Email: woodsja@wellsfargo.com Compose mail in a new window

My Background

I help build, manage, preserve, and transition wealth for a select group of individuals, families, and business owners.<br/><br/>Wealth consists of Investments, Liability Management, Insurance, and Estate Planning Strategies. <br/><br/>My process begins by listening to my clients. I listen and understand their current situation, past experiences and their future goals and objectives.<br/><br/>With the information clients share with me I go to work. I study, test, analyze, model, and develop strategies designed to help them meet their goals and objectives.<br/><br/>Then I explain my recommendations in plain English with minimal technical jargon.<br/><br/>With my client's permission, I implement my recommendations in an independent, objective, unbiased and cost-effective manner.<br/><br/>Once I implement a client's plan, I will meet with them to review it to help make sure they are still on track to accomplish their goals. <br/><br/>I bring over 25 years of experience as a financial advisor to the table. I earned a Bachelor of Science in business administration with a concentration in finance from the University of New Mexico. I continue to participate in education, advanced training, and ongoing personal development. <br/><br/>I am proud to deliver my services through Wells Fargo Advisors, an institution that stands for strength and stability, where culture counts - a culture of advice and guidance, relationships and teamwork, innovation and technology, community support, diversity, and corporate responsibility. I do so with passion, commitment, and energy to help my clients succeed financially - to help my clients build, manage, preserve, and transition wealth.

My Experience

  • 2000 - Present : Wells Fargo Advisors, Financial Advisor
  • 1997 - 2000 : Citicorp Investment Services, Financial Advisor

My Education & Credentials

  • Bachelor of Science in Business Administration - University of New Mexico
Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO, NC, ND, NE, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WI, WY
Insurance licensed in the following states: SD (Lic. # 1505905)
JOHN WOODS: Financial Advisor: Wells Fargo Clearing Services, LLC