portrait of Jim Wood

About Jim

My journey serving clients with Edward Jones began in 1994. Upon graduation from Central Michigan with a bachelor's degree in finance, we moved to a new city where we had a vision of a community that I could grow my practice and raise our family. Flushing was very welcoming to Tami and me. We were married in 1993 and raised our three children Nick, Zach and Kira, in the Flushing schools and community.

Flushing has provided me the opportunity to build strong relationships with our clients for 30 years. I have enjoyed many years of giving back through volunteerism. I was...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

Work History

  • Edward JonesJune 1994 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Central Michigan UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Music
  • History and Museums
  • Community Outreach

Team Members

  • Sharon Furness
    Sr. Branch Office Administrator
  • Karen Matheson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

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