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Woodward Financial Advisors jobs and careers

Chapel Hill, United States

About Woodward Financial Advisors

We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.

Founded
1995
Employees
1 to 10
Headquarters
Chapel Hill

Leadership

The top of Woodward Financial Advisors's org chart, with how many people report into each leader.

JMPhoto of James Miller

James Miller

President

7 reports

PPPhoto of Peter Pucci

Peter Pucci

Wealth Management Intern

DEPhoto of Derek Ellison

Derek Ellison

Client Experience Specialist

VCPhoto of Victor Colella

Victor Colella

Wealth Advisor

ARPhoto of Alex Richani

Alex Richani

Wealth Advisor

ACPhoto of Ashley Clark

Ashley Clark

Client Services Associate

CR

Christopher Reid

Associate Financial Advisor

TCPhoto of Taylor Cole

Taylor Cole

Senior Financial Planner