Mary Woodard, Financial Advisor located in Raleigh, NC

Financial Advisor
Mary I Woodard

CFP®
3304 Six Forks Rd Suite 104, Raleigh, NC 27609opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Art & Theater
  • Community Outreach
  • Hiking
  • History and Museums
  • Traveling

Team Members

  • Rhonda Testa
    Sr. Branch Office Administrator
  • Angela Goins
    Registered Branch Associate
    FPQP®
  • Paige Ruland
    Associate Financial Advisor Trainee
  • Sophia Terlizzi
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(919) 841-0892

Fax

(866) 271-7043

Office Address

3304 Six Forks Rd Suite 104
Raleigh, NC 27609opens in a new window

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