Emily Grimes Wood
Gestionnaire de Portefeuille-Actions chez Grimes & Co., Inc.
Profil
Ms. Emily G.
Wood is a Principal & Vice President at Grimes & Co., Inc. As a Wealth Manager, she most enjoys working with clients to help them establish and meet their goals by providing ongoing advice and investment management.
She leads the Grimes & Company Financial Planning Council and also sits on the Investment Council and the Executive Management Team.
Ms. Wood was previously employed as a Consultant by Accenture LLC and a Financial Advisor by UBS Financial Services, Inc.
She graduated from Villanova University with a BS in Business Management and a minor in English.
She earned her CFP® designation in 2004 and is also a Chartered Retirement Plans Specialist (CRPS®).
She is an active member of the Financial Planning Association (FPA) and the Boston Estate Planning Council (BEPC).
Postes actifs de Emily Grimes Wood
| Sociétés | Poste | Début |
|---|---|---|
Grimes & Co., Inc.
 Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Gestionnaire de Portefeuille-Actions | 01/09/2002 |
Anciens postes connus de Emily Grimes Wood
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Corporate Officer/Principal | 31/12/2001 |
Formation de Emily Grimes Wood
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Finance |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Commercial Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
