Fred Woods, CRPC, Senior Financial Advisor, Senior Vice President, joined Merrill Lynch Wealth Management in 1985. Using client goals based risk management, he helps clients prepare for and maintain the retirement lifestyle they seek. He uses a 4 step Wealth Management process that helps the client stay on track toward achieving their goals. Fred focuses on retirement and estate planning strategies, business retirement plans, and access to banking services and home financing strategies through Bank of America, N.A.. He earned his BS in Business Administration from Seton Hall University. Fred lives with his wife and three children in Rhinebeck, N.Y.
*NMLS ID 577767
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
