portrait of Woody Gross
FINANCIAL ADVISOR

Woody Gross

CFP®, AAMS™
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast
  • Traveling

Team Members

  • Lisa Schelble
    Sr. Branch Office Administrator
  • Cathy Stern
    Sr. Branch Office Administrator

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Office Information

Hours

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

Phone

(941) 751-7546

Fax

(888) 253-6169

Office Address

4319 20th Street West
Suite 201
Bradenton, FL 34205opens in a new window

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