Principals
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.
Brian focuses on providing:
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.
timothy.murphy@lpl.com