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Wesley Wood, CFP®, CIMA®

Wealth Advisor

Wesley is a Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, he was based in Atlanta, having worked as a Financial Planner with Brightworth since 2017. He started his career at a wealth management firm in Silicon Valley where he worked with tech executives and startup founders.

 

ABOUT WESLEY

Wesley is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® certification, administered by Investments Wealth Institute and taught in conjunction with the Yale School of Management. Wesley attended the University of Alabama where he was a member of the Honors College. He graduated summa cum laude with a master’s degree in Consumer Sciences with a concentration in Family Financial Planning and Counseling and with a bachelor’s degree in Consumer Sciences with a concentration in Consumer Affairs.

Originally from Hershey, Pennsylvania, Wesley now lives in uptown Charlotte where he enjoys cooking, reading, traveling, and cheering on the Alabama Crimson Tide.