Chuck Wood

Vice president, Investments

Charles "Chuck" Wood has been serving the financial needs of professionals, business owners and their families for more than 26 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Chuck takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Chuck works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James' extensive resources include professionals that specialize in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Chuck works diligently to help you develop both your personal financial plan and a detailed investment strategy. Chuck's planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Mobile, Alabama, Chuck graduated from University of Montevallo with a Bachelor's Business Administration degree. Prior to joining Raymond James in 2016, Chuck worked for Wells Fargo Advisors for 9 years. Away from the office, Chuck enjoys the game of golf.