Ted Wood

About Ted Wood

25 Years as Financial Advisor working with High Net Worth Clients and providing…

Experience

1. Financial Planning Specialist, Financial Advisor

   Morgan Stanley

   Nov 2000 — Present

   Starting in the year I have over 20 years of experience in the financial services industry, bringing a unique background to the table. Prior to becoming an Advisor, I was a Smith Barney client for 10 years during my previous career as a professional baseball player. This experience on the other side of the advisor/client relationship gave me great insight on how to explain, present and educate clients about their financial lives. My approach to the business is centered around my goals, plan, portfolio (GPP) framework. I identify client goals, construct the financial plan, and then determine the client’s investment portfolio. I am a firm believer that a financial plan is the basis of the client/advisor relationship. The planning process triggers conversations that pertain to retirement, insurance, investments and more. Each of these concepts provide the foundation of my needs-based service structure. © 2024 Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSBwill not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the followingterms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.