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Kevin Wood, Financial Advisor serving the Richmond, VA area - Ameriprise Advisors

Kevin Wood

Financial Advisor

Managing Director
Wood, Shores Wealth Management Group
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving

Education

  • Randolph-Macon College, BA, 1978
  • The Wharton School of Business, 1999

Awards & recognition

  • Ameriprise Circle of Success, 2017 - 2019

Previous experience

  • Wells Fargo Advisors, 2001-2015
  • Prudential Securities, 1995-2001
  • Smith Barney, 1987-1995
  • Paine-Webber, 1980-1987

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Board of Governors for the Virginia Home for Boys and Girls
  • Board for the Virginia Sports Hall of Fame

Interests

In my free time, I enjoy playing basketball, traveling, and most of all, spending time with my family. I am the father of three children: Riley, Harrison, and Campbell. Riley and Harrison both attend St. Christopher's School, while Campbell attends St. Catherine's School. Riley plays basketball for the St. Christopher's varsity team as well as AAU Travel basketball. Harrison enjoys playing both varsity football and basketball at St. Christopher's as well as AAU Travel basketball. Campbell loves playing volleyball. She plays for St. Catherine's varsity volleyball team as well as the Richmond Volleyball Club's National Team.

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Kevin Wood may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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