I am a financial advisor helping my clients reach their most important goals in life, whether that means living comfortably in retirement, paying for their children to attend a university, saving money on taxes or protecting their family against catastrophic events. I achieve this by taking the time to sit down with them to understand their unique situation and discuss my recommendations that are tailored to fit their individual needs. I love what I do because it allows me to develop deep and lasting relationships with the clients that I serve. My first career was in the United States Coast Guard as a Boatswain Mate in Erie, PA. I still live by the principles of integrity and service that were instilled in me during my active duty service.
Originally from Richmond, VA, I transferred to New Jersey to serve the clients of Oakhurst in 2015, along with my wife, Catherine, and two sons, Jack and Colin. I am an active member of the community and a past board member of the Greater Ocean Township Chamber of Commerce.
I attended Western Governors University and graduated in 2012 with a bachelor's degree in business administration. In 2015, I received an MBA in investments from Virginia Commonwealth University and most currently, earned my CFP® designation in April 2021.
In 2008, I began my Edward Jones career in Richmond, VA and in 2014, I became a limited partner. Outside of work, I enjoy spending time with my family, playing golf and just enjoying nature.
My senior branch office administrator, Tara Tenzlinger, has over seven years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- College Savings
- Insurance & Annuities
- Military Professionals & Veterans
My Personal Interests
- Personal Fitness
Phone NumberWes Woodle III at (732) 531-4820
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