I came to Edward Jones in 2004 after a 20-year career in psychiatric healthcare. Initially, my healthcare career was more clinical and, as time passed, became more management and business focused. During this time, I earned an MBA, enhancing my interests in investing.
The opportunity to partner with clients to realize their long-term financial goals is our purpose. I help clients of all ages and life stages; those beginning their work and investing careers through those living off their investments and planning the transfer of their wealth to the next generation.
My wife, Donna, and I were married in 1984 and have two children, Sarah and Sam, who are both Edward Jones financial advisors in Charleston, South Carolina and Greenville, South Carolina, respectively. Donna is a retired schoolteacher and we are parishioners of St. Andrew Catholic Church. I am a Rotarian, Assistant Scoutmaster of Troop 235 and chair of the St. Andrew Catholic Church Finance Council.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
Phone NumberLee Woods at (864) 654-6831
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