I am passionate about partnering with my clients to help them accomplish exactly what they were put on earth to do. I am excited to wake up each day to understand my clients' hopes and dreams and then put in place personalized strategies to make those hopes and dreams a reality.
I grew up in Bradenton and I attended Flagler College as a Lewis-Wiley Scholar, where I graduated summa cum laude in 2000. I married my college sweetheart, Ruth, one week after college graduation and we moved back to Bradenton. We have two young daughters, Margot and Norah.
I began my career with Edward Jones in 2008, establishing a new branch in 2009. During my career with Edward Jones, I have been recognized with many awards, including the Spirit of Caring Award in 2012 and 2014. This award is presented to associates of the firm who exemplify the values, culture and spirit of giving back to others.
I have served as the Edward Jones Regional Leader for Region 267 since 2016. In this role, I support and guide approximately 110 financial advisors and branch office administrators in Manatee and Sarasota Counties. I became a General Partner of the firm in 2018.
Outside of work, I currently serve in our community on the finance team for Young Life in Manatee County. Previously, I have served as Young Life of Manatee County's board chair. My family and I enjoy theme parks and traveling throughout the world. I am huge fan of NFL football and can be found rooting for the Tampa Bay Buccaneers on Sundays in the fall.
I completed my CFP® designation in 2013 and my AAMS® designation in 2010.
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address4319 20th Street West
Bradenton, FL 34205
Phone NumberWoody Gross at (941) 751-7546
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