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Vincent A. Wood, III, CFA picture

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.

Towne Family of Services

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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