Michael Woods
Private Wealth Advisor, Senior Vice President @Wells Fargo Private Wealth
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WORK HISTORY
Private Wealth Advisor, Senior Vice President @Wells Fargo Private Wealth
Palo Alto, US
As a Wealth Advisor for the Palo Alto office of Wells Fargo Private Bank I am responsible for serving wealthy families, individuals and foundations as a trusted advisor and coordinating a team of specialists to design and implement a comprehensive wealth plan to help accomplish their financial goals.
EDUCATION
University of Colorado Boulder - Leeds School of Business
B.A. in Finance with honors, Finance
ABOUT MICHAEL WOODS
As an experienced financial services professional with 20 years of experience, I\'m committed to delivering an exceptional client experience through team collaboration and independent execution. I\'ve been fortunate to have learned from many colleagues, partners and professional mentors who have guided and shaped my career in wealth management while also equipping me with a depth of knowledge and skill set that spans across wealth management including investments, portfolio management, asset allocation and comprehensive financial planning. After beginning my career in investment banking and private equity, I went on to launch a career in institutional money management with a core focus on implementing risk mitigation strategies. In more recent years, I have leveraged my experience and broadened my focus to the delivery of comprehensive wealth management advice to ultra-affluent families and foundations. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns nor can diversification guarantee a profit in declining Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested The Private Bank offers products and services through Wells Fargo Bank, N.A, Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. NMLSR ID 399801. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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