Personal attention from a
trusted team
Robert J. Wood, Jr.
Senior Vice President, Investments
Drawn to the innovation of the investment field, Rob enjoys the puzzle-solving aspect of the markets in regard to understanding what's happening now and what may happen in the future. He regards himself as a student of the market and is interested in the human behavior that drives it.
If passion drives you, let reason hold the reins.
As a frequent President’s Club Member, Rob was awarded membership in the 2020 Chairman’s Council.
In addition, Rob has been named to Forbes’ 2021 List of Best-In-State Wealth Advisors for the 3rd Year in a Row
He has always been intrigued by stories of those who create and share their wealth, and has translated that interest to improving his clients' financial lives by genuinely helping them invest, save and spend wisely.
As partner, Rob leads the selection of equity and fixed income investments of the team's portfolios. Providing intelligent and honest advice, he strives to help clients grow, protect and transition their wealth with outstanding service.
Prior to joining Raymond James, Rob and his father, Bob, formed Wood Asset Management while the team was at Prudential Securities. Rob held positions with Prudential Securities, Wachovia Securities/Wells Fargo Advisors as first vice president, investment officer and senior portfolio manager.
Rob graduated with a bachelor's degree from Wake Forest University. Involved in his community, he's been a speaker for the state department of securities regulation for public town hall meetings, is a past soccer coach and past official for swim teams in high school and summer leagues. He enjoys swimming, scuba diving, gardening and shooting in his free time.
Rob grew up in Midlothian, a suburb of Richmond, Virginia. He now resides in Richmond with Trish, his wife of more than 30 years. They have three children, Connor, Ellis and Paige.
Council Members - Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
