Mark Wood, Financial Advisor located in Waco, TX

Financial Advisor
Mark Wood

CFP®, AAMS®, CRPC™, CRPS™
8300 Old Mc Gregor Rd Ste 1b, Waco, TX 76712opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Community Outreach
  • Golfing

Team Members

  • Carol Coffer
    Sr. Branch Office Administrator
  • Martha Roye
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(254) 399-0373

Fax

(855) 553-1226

Office Address

8300 Old Mc Gregor Rd Ste 1b
Waco, TX 76712opens in a new window

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