Brendan Wood
Senior Vice President, Financial Advisor
Brendan brings over 18 years of wealth-management experience to Wood Wealth Management of LPL Financial, which he founded in 2023. He is a dedicated professional specializing in retirement planning, estate and tax reviews*, value investing, and conservative options strategies. He prioritizes his clients above everything, forming strong relationships built on kindness, communication, and thoughtful guidance. As your advisor, Brendan will navigate your financial goals with care and consideration.
*Brendan Wood and LPL Financial do not provide legal or tax advice. Clients should consult with their personal tax and/or legal advisors for guidance on such matters.
He was born and raised in Palo Alto, CA. Brendan previously taught history and coached football in independent schools in Santa Barbara, CA. He currently resides with his family in Durham, CT. He graduated from Princeton University and holds Series 7 & 66 licenses with LPL Financial. Outside of work, he enjoys Brazilian jiu-jitsu, reading, and volunteering for the Association of Financial Educators.