Wes Woodle
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
Ocean Township, NJ, US
Develop close personal relationships with clients in order to fully understand their inherent financial concerns-Collaborate with clients to provide uniquely tailored financial solutions using a discerning and individualized process-Communicate closely with clients and their tax and legal professionals in order to provide ongoing support for their financial goals.
EDUCATION
Virginia Commonwealth University - School of Business
Master of Business Administration (M.B.A.), Investments
Western Governors University
B.S. Business Management, Business Administration
SKILLS
ABOUT WES WOODLE
Experienced Financial Advisor helping my clients reach their most important goals in life whether that means preparing for retirement, paying for their children to attend university, saving to buy their first home, or protecting their family against catastrophic events. I achieve this by taking the time sit down with them to fully understand their unique situation. Then thoroughly explain my recommendations that are tailored to fit their needs. I love what I do because it allows me to develop mutually beneficial relationships within the community that I serve.My family and I reside in Farmingdale, but love visiting Lavallette in the summer.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.