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Scott_WoodScott Wood, CFP® 
Senior Vice President – Investments

Phone NumberEmailLocation

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1605 Martha Berry Boulevard NW
Rome, GA 30165
MAP

Phone: 706-292-3600
Toll Free: 855-292-6255
scott.wood@nullbenjaminfedwards.com

My Community Activities

  • Harbor House, Board Member

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in our Rome, GA, office. I began my financial services career in 2005 and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Joining Bruce Hunter, CFP®, and Jimmy Smith, AAMS®, financial advisors at Benjamin F. Edwards & Co, we formed Hunter, Smith & Wood Wealth Management where our clients know that we’re fully invested in their financial future.

Outside of work, I like to spend time with my wife, Carmen; and our young son, Huxley. I also enjoy working out, fishing, and watching movies. In addition, I’m an avid University of Georgia football fan.

Areas of Concentration

  • Financial Planning
  • Investment Strategies
  • Portfolio Management
  • Retirement Planning
  • Wealth Management

Education and Credentials

  • Berry College, Bachelor of Science Degree in Finance
  • CERTIFIED FINANCIAL PLANNERTM (CFP®), 2011

What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.