Kelly Wood serves as the President at Wood Financial Group an independent firm and a Financial Advisor with Raymond James. He works to provide solutions for his client’s financial needs through conservative investments and proactive communication.
Before working in the financial industry, Kelly held executive positions at Hewlett-Packard, Boeing and Oracle. After surviving cancer, Kelly decided to change careers and move into the financial world. He subsequently became a financial advisor at A.G. Edwards /Wells Fargo, before joining Raymond James.
He graduated from the University of Idaho with a B.S. in engineering, in addition to studying for his MBA at National Technology University. A proud 5th generation Idahoan, Kelly is very involved in his community and has served on the YMCA committee and other local boards. When he is not working , he enjoys skiing, tennis and golf. Kelly and his wife, Cathy Jo, live in Boise and have three children, Amy, Ryan and Johnny Rocket.
Jennifer is a Treasure Valley native. She began her career as a Financial Associate with AG Edwards & Sons in 2004. The firm eventually became part of Wells Fargo Advisors, where Jennifer continued in various support roles interfacing with clients. Jennifer joined Raymond James in 2009, and became part of Wood Financial in 2013. She heads all operational functions and is the primary point of contact for addressing clients’ needs.
Jennifer coaches the local 'Ghostbusters' floor hockey team for the Special Olympics of Southwest Idaho.
In her spare time Jennifer enjoys golf, tennis, skiing and hiking in the Boise foothills.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $447 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 1/23/2014
1 Past performance is not indicative of future results.