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Our financial advice team


Robert Woodend, Financial Advisor serving the Germantown, TN area - Ameriprise Advisors

Robert Woodend

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Woodend Financial Services
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Insurance
  • Tax Planning Strategies
  • Saving for Education

Interests

Besides my family and providing and producing the best experience for my clients; Reading, Billiards, Mountain Biking, Martial Arts and Bird Watching.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 General Securities License
  • Series 66 Uniform Combined State Law License
  • Life, Health, and Accident Insurance License

Education

  • Christian Brothers University Memphis, TN (B.S.) Business Administration 2010

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

St. Jude Children's Research Hospital, Make a Wish Foundation, Manna House.