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 is also an OSJ, 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 suitable 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 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

Timothly Murphy

Wealth Advisor, OSJ Delegate

Tim has spent over 3 decades assisting investors work towards their financial goals and advisors help their clients address their goals. He has spent his career in 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 he worked to ensure that all investors have access to competent, independent and affordable advice and counsel. He has made multiple trips to DC to meet with law makers to discuss matters that impact investors and the advisers that serve them. His most 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.

Tim is an Accredited Investment Fiduciary (AIF) and holds his FINRA license 4, 7, 24, 27, 53, 63 and 65 with LPL Financial and is Massachusetts Life Accident and Health insurance licensed.       timothy.murphy@lpl.com