With 25 years’ experience as a Financial Advisor, I now lead a large team of Financial Advisors and Support Staff. Our mission is to help you achieve and maintain your personal financial independence by careful planning, innovative portfolio management and vigilant oversight. We provide Financial Planning and advise to thousands of clients around the country. Our process driven practice allows us to work with clients that need help with retirement planning, Social Security and Medicare planning, insurance planning and investment management.
My Focus is on AT&T Employees
AT&T Employees have been the focus of my practice for the last 15 years.
My mother worked for AT&T for 40 years. And like you, she loved it. Unfortunately, while the company provided excellent benefits, there wasn’t a whole lot of guidance from the folks who administered the retirement plan. So I decided to focus on a company my mother spent her whole career with.
Over the years, I’ve given retirement planning seminars at companies like Lucent, Avaya and Winn Dixie. I really enjoy speaking to groups of employees about their retirement goals and helping them understand their company’s benefits. It satisfies the teacher side of my personality.
But it’s AT&T employees who are the real focus of my practice.
Paul Wood, Eleven Atlantic, and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by AT&T.
1. Submit the contact form below and we’ll set up a time to talk. I’ll take the time to get to know you. No obligation whatsoever.
2. If we both decide to work together, I’ll meet with my staff to thoroughly review your current situation, investment choices and fees.
3. We’ll meet again to review any issues and discuss ways to help you meet your goals.
442 3rd St.
Neptune Beach, FL 32266