Broker Check
James "Woody" Woodall*

James "Woody" Woodall*

Woody is a CERTIFIED FINANCIAL PLANNER™ with over 35 years of experience in financial services.  He has owned a Broker-dealer and been a general agent for two major life insurance companies for the majority of his career.  Most recently Woody was a founding partner in Intermountian Financial Advisors, Inc. in Salt Lake City until accepting the opportunity with Cambridge.

Woody has 3 married daughters, seven step-children and is about the have his 18th grandchild.  Woody is an avid golfer and loves to teach and mentor new advisors.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.