Wesley Wood, CFP®, CIMA®
Wealth Advisor
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.