portrait of Allen C Woods

About Allen

In my previous career as a CPA, I continually thought "if only you had done this," your outcome might have been considerably different. The desire to be in on the front end of transactions and planning led me to join Edward Jones in 1998. While at this firm, I have furthered my ability to guide clients by obtaining and maintaining my CERTIFIED FINANCIAL PLANNER® certification.

Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest. We will deep dive into many areas to...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesFebruary 1998 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana Univ BloomingtonBachelors

Personal Interests

  • Baseball
  • Music
  • Reading
  • Traveling

Team Members

  • Tamara Turner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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