David Woodson
- Role
- Wealth Advisor at Laurus Wealth Management
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About David Woodson
David began his career as a Research Analyst at an institutional consulting firm on Wall…
Experience
Wealth Advisor
Mar 2021 — Present
As a Wealth Advisor at Laurus Wealth Management, I find fulfillment in helping others pursue their financial goals. For some, this means putting their child through college. For others, it means enjoying a comfortable retirement. It could also mean investing for a large purchase like a home, starting a business, or all of the above. I understand that everyone\'s goals are different, and it\'s my job to tailor my advice to your individual situation. At Laurus, we specialize in two key areas - asset management services and comprehensive financial planning. Asset management services include building out a custom and robust asset allocation given a particular risk tolerance. They also involve actively managing your accounts to maximize their investment returns while mitigating downside exposure. This ties into financial planning, where we look at your overall financial picture (including accounts and assets that aren\'t managed here) to help you work towards your stated goals. Within both of these services, I incorporate tax planning and estate planning strategies into my guidance to manage your wealth efficiently and effectively. I believe that financial literacy is invaluable, and I am committed to helping others learn about investing and how to create generational wealth. If you have additional questions about the services I provide, or if you\'d like to have a complementary meeting to discuss your situation, please reach out. Thank you.
Education
Clark College
Associate in Arts - with Honors
2012 — 2014
Gonzaga University Graduate School of Business
Master of Business Administration, Finance Concentration
2017 — 2018
Gonzaga University
Bachelor of Business Administration, Finance Concentration
2014 — 2016
Skills
- Customer Service
- Microsoft Excel
- Social Media
- Teamwork
- Public Speaking
- Microsoft Word
- Leadership
- Powerpoint
- Microsoft Office
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