William Woody

wwoody@swsllc.com – 417.881.3919

Financial Consultant

William Woody joined the financial services industry in 1958, specializing in financial consulting, employee benefits, and insurance planning.  Bill has earned the Certified Financial Planner CFP®, the Chartered Financial Consultant ChFC®, and the Certified Life Underwriter CLU® designations.  Bill joined the team 2011 and concentrates on developing planning services for business owners and corporate executives.

Bill currently resides in Springfield, MO with his lovely wife Jean, of almost 60 years. They have two adult daughters, Mary & Susan.  Bill loves traveling to new places with his family and working in his garden.  Bill is currently a corporate Board Member and individual Board Member of an economic development authority.

 

We can help you take control of your financial future and beyond

GET STARTED

OUR LOCATIONS

Let us know how we can help you today!
info@swsllc.com

Chesterfield, Missouri
16020 Swingley Ridge Rd.
Suite 110
Chesterfield, MO 63017
636.532.0088
(F) 636.532.4425

Jefferson City, Missouri
2411 Hyde Park
Jefferson City, MO 65109
573.636.0914
(F) 573.636.0910

Springfield, Missouri
2833B E. Battlefield Road
Suite 112
Springfield, MO 65804
417.881.3919
(F) 417.881.5051

© Summit Wealth Strategies 2016                   Disclosures Page

facebook twitter linkedin