Brian M. Woods is President and CEO of Brian M. Woods Financial Services. Brian maintains Series 63, 65, 7 and 24 registrations with LPL Financial as well as Life, Health and Variable Annuity Licenses.

Brian personally works with over 500 individual clients to help them pursue their financial and retirement needs. 

With over 30 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 suitable for you through more than 100 different insurance companies
 • Business Insurance-Cross Purchase, Key Man Insurance and Buy/Sell  Agreements
Brian lives in Henderson Nevada with his wife Bonnie. Brian and Bonnie have a combined family with 7 children and 11 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. 
Brian's previous Broker Dealer, Voya Financial Advisors, honored Brian with the prestigious President’s Club title**, earned by only the top 10 percent of affiliated representatives. Brian 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:   Alaska, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wisconsin.

**The President's Club award acknowledged the top Voya Financial Advisors
Registered Representatives and was determined by sales and production credits

Tim Murphy CFP®, AIF®

I have spent over 3 decades assisting investors work towards their financial goals and advisors help their clients address their goals. I have held leadership roles working with, training and supervising advisors. As a past board member of the Financial Services Institute (FSI), Retirement Income Industry Association (RIIA), and Pershing/Bank of New York Client Advisory Board I have worked to ensure that investors have access to competent, independent, and affordable advice and counsel. I have been to Washington DC many times to meet with law makers to discuss matters that impact investors and the advisors that serve them. My recent roles include President and CEO of Investors Capital Corporation, a publicly traded broker dealer and investment advisor and National Sales Manager for Voya Financial Advisors.

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary (AIF®) and hold FINRA licenses 4, 7, 24, 27, 53, 63 and 65 with LPL Financial and am Massachusetts Life Accident and Health insurance licensed.  I am a proud graduate of Babson College with degrees in Finance, Investments and Quantitative Methods.   


As a financial planner, I specialize in providing comprehensive financial planning, investment management and retirement income distribution services to individuals, families, and business owners. After obtaining an in-depth understanding of each client’s situation, my team and I will identify potential gaps and create customized strategies to help address their concerns.

My goal is to help clients gain confidence by working toward minimizing risk, seeking to actively manage investments to address changing market conditions, and creating tax efficient income streams throughout the various stages of their lives.

Acting as a fiduciary to my advisory clients, it is my duty to act in their best interest and to maintain full transparency as I construct their financial plans.


Services include:

  • Wealth Management
  • Investment Advice
  • Retirement Income Planning
  • Income and Asset Protection
  • Tax Reduction Strategies
  • Estate Planning
  • Healthcare Guidance
  • Business Exit Planning


I live in Sudbury, Massachusetts with my wife Lee. We have three adult children, Dillon, Elizabeth, and Collin.