Vincent A. Wood, III, CFA

Managing Partner, Towne Wealth Management
Chartered Financial Analyst®

Phone: 804.939.6523
Email: vince.wood@raymondjames.com
800 East Canal Street, Suite 700
Richmond, VA 23219

Vince is a Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high net worth families including owners of privately held companies and families with multi-generational wealth. Vince offers clients over 30 years of financial services experience with an extensive background in portfolio management for individual and trust investment management needs. As a Chartered Financial Analyst®, Vince is dedicated to providing a disciplined investment approach focused on capital preservation, risk management and prudent growth. Vince was previously a Senior Vice President and Investment Strategist with SunTrust Bank’s Private Wealth Management Division where he spent 15 years.

Through a highly experienced team based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.

Vince holds a Bachelor of Arts in Economics from Virginia Military Institute and a Master of Business Administration from Virginia Commonwealth University. Vince holds the Chartered Financial Analyst® designation. Vince is a board member of the CFA Society Virginia and a recruiting volunteer for his alma mater Virginia Military Institute.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
SunTrust Bank, Private Wealth Management Division 2000 – 2016
First Virginia Bank 1992 – 2000
NationsBank 1990 – 1992

Designations

Chartered Financial Analyst®

                

Education

School Name: Virginia Military Institute
Degree: Bachelor of Arts, Economics

School Name: Virginia Commonwealth University
Degree: Master of Business Administration

Graduate Trust School at Northwestern University

Organizations and Affiliations

CFA Society Virginia, Board of Directors
Virginia Military Institute, Volunteer Recruiter

The above organizations/charitable causes are not affiliated with Raymond James.