My name is Ryan Wood, CFP®. Welcome to my Web site.

As a Regional Vice President with AXA Advisors, LLC, I am dedicated to helping individuals and businesses build their financial futures.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. I attribute a large portion of my success on recognizing that every individual, family, and business has very different and specialized needs.  

Rather than just recommending a combination of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, we will formulate a wealth management strategy to help you achieve and realize those personalized financial goals.  This may include retirement planning, investment planning, financial planning, estate planning, college planning, succession planning, employer sponsored programs, and risk management.

To stay on top of my field and develop my professional skills, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • NASD Securities Registration: Series 7

  • NASD Securities Registration: Series 66

  • NASD Securities Registration: Series 24

  • General Lines: Agent Life, Accident, Health, HMO

  • Retirement Benefits Specialist in Tax Qualified Market

 

My academic achievements include:

  • A Bachelors of Science Degree in Finance and Accounting from Trinity University (San Antonio, TX)

  • A Minor in Economics from Trinity University (San Antonio, TX)   

As a fun fact, I am also very involved in the cycling and triathlon community where I have completed multiple Ironman events.  I also played collegiate soccer at Trinity where we made multiple NCAA tournament appearances.