Dennis began his career with Merrill Lynch Wealth Management in 1994 as a financial advisor. By striving to fully understand the whole picture for clients, Dennis has developed a business model which focuses on multi-generation asset management, trust and estate planning services. Dennis’s passions include traveling with his family, serving as a Deacon at East Side Baptist Church, backpacking, camping, biking, and hunting. Dennis graduated from the University of Arkansas at Fayetteville in May of 1994 with a Bachelors of Science in Business Administration with a major in Finance. Dennis lives in Fort Smith, Arkansas with his wife, Courtney and their two children, Carter and Charlotte.
Our Mission
Dennis Wood & Associates are determined to improve the quality of our clients’ lives by delivering customized advice and guidance. Our approach is not centered solely on investing and advice but rather on addressing the specific needs of our clients. It is our belief that with the collective resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we can give clients the security to live their retirement dreams.
Our Services
• Risk Management
• Retirement Income Services
• Long-Term Care
• Wealth Transfer
• Trust & Estate Planning Services
• Home Financing, Custom Lending, and Banking Services (through Bank of America, N.A.)
• Philanthropic Planning
• Legacy Management
Who We Serve Best
We excel in working with wealthy families, corporate executives, and independent women.
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My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
