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.
James Miller
President
7 reports
Peter Pucci
Wealth Management Intern
Derek Ellison
Client Experience Specialist
Victor Colella
Wealth Advisor
Alex Richani
Wealth Advisor
Ashley Clark
Client Services Associate
Christopher Reid
Associate Financial Advisor
Taylor Cole
Senior Financial Planner
Jobs at Woodward Financial Advisors
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