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Brian personally works with over 500 individual clients to help them meet their financial and retirement needs. Brian is also an OSJ with Voya Financial Advisors, supervising approximately 35 Registered Representatives. With over 25 years experience, Brian’s extensive financial background imparts the ability to anticipate the insurance, investment, tax strategy, and estate planning needs of his clients.
Brian focuses on providing:
• Financial Planning
• Portfolio Reviews as needed or wanted
• Retirement Planning
• Estate Planning
• Life Insurance Broker, Personal or Business, Term Life, UL, VUL, Whole Life, Fixed Annuities, LTC and Disability Insurance. I shop the marketplace for the plan that's best for you through more than 100 different insurance companies
• Business Insurance-Cross Purchase, Key Man Insurance and Buy/Sell Agreements
Brian lives on the coast of Danvers, Massachusetts with his wife Bonnie. Brian and Bonnie have a combined family with 7 children and 10 grandchildren. Brian and Bonnie are proud sponsors of Family Promise North Shore Boston which is a non-profit dedicated to helping low-income and homeless families achieve sustainable independence.
Voya Financial Advisors has honored Brian with the prestigious President’s Club title, earned by only the top 10 percent of affiliated representatives. Brian has achieved President’s Club status for his investment planning success, unwavering dedication to clients and reaching targeted sales goals. Brian plays competitive handball on a regular basis. He is a member of the United States Handball Association. Brian won the Massachusetts Open Doubles Division in 2001, 2008 and 2011. Brian placed second in 2004 and 2007. Brian and his doubles partner had their names enshrined on the Handball Champions "Wall of Fame". In 2016 Brian and his son won first place in the 2016 Massachusetts Doubles Division. Brian was presented with the Iron Man award from the L Street Handball Association in 1999.
Brian is Securities registered in the following states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington and Wisconsin. In order to review the selection criteria for the 2019 Five Star Wealth Manager Award (Boston), please visit https://www.fivestarprofessional.com/wmdisclosures/BOSWM19 |
Brian M. Woods is President and CEO of Brian M. Woods Financial Services. Brian maintains Series 6, 63, 65, 7 and 24 registrations as well as Life, Health and Variable Annuity Licenses. Brian has been recognized by Five Star Professional and awarded the 2019 Five Star Wealth Manager Award.