Meet The Team
The team behind Woods Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Bob Woods has been a licensed insurance agent since 1976. After many years working as a Registered Representative for a large financial services firm, Bob, with the support and savvy of his wife, took a chance in opening his own independent practice. Bob and Midge Woods have enjoyed 19 successful years together at Woods Financial and are elated to have had both their children join the family business in that time.
In 2023, after almost 50 years in the financial planning business, Bob retired as president of Woods Financial. As his insight and experience is invaluable, he remains on as consultant to the firm. His children, Ian Woods and Lacy Woods, took over as CEO and CFO, respectively, in 2020.
Bob WoodsFinancial Professional
Bob celebrates the opportunity to be a prime example of what he wants for his clients: financial confidence in his retirement and legacy for his family. With hundreds of clients all over the country, Bob is incredibly adept at helping individuals feel more confident in their retirement by using insurance products and customized strategies designed to help provide income for life as well as asset protection strategies. With this, he has advised many clients all the way to and through their changing retirements — through marriages, children, new jobs, new homes, deaths and grandchildren, through every economy experienced.
Being well-versed on the subject, he could have retired a long time ago. Bob sincerely enjoys his work, which he will assure you is the true measure of his success. In this, he wishes you all tremendous fortune.
Ian Woods CEO, Investment Adviser Representative
Ian came on board at Woods Financial in 2009 and has had the unique opportunity of learning from his father’s years of experience. As the industry evolved, so did Ian. He passed the Series 65 securities exam in 2011 to be able to offer investment advisory services through AE Wealth Management, LLC and grow Woods Financial into the full-service firm it is today. Now a licensed Investment Adviser Representative, Ian serves as CEO of Woods Financial. He is also licensed to sell life insurance and annuity products in Virginia, North Carolina, California, Florida, Colorado and Hawaii.
Midge WoodsMarketing Consultant
Midge is the co-founder of Woods Financial, where she served as CFO and marketing director for 19 years, bolstering foundations of reliability, efficiency and communication. In addition to her Woods Financial experience, her many years as an active member of the Chesapeake Rotary Club and the Women’s Division of the Hampton Roads Chamber of Commerce Chesapeake, as well as her dedication and work with the Children’s Health Investment Program, make Midge an invaluable consultant and dependable resource for clients, family and friends alike.
Lacy WoodsCFO and Director of Operations
Lacy joined the family business in 2012 and now serves as CFO and director of operations. In addition to running the business, she is the familiar face when you walk in the door and the pleasant voice you hear when you call, dedicated to making sure each service experience with our firm is exceptional. She is a licensed insurance agent in the state of Virginia and received her master’s degree from Old Dominion University. She is proud to grow the business alongside her brother and to nurture the community of relationships her family has been cultivating for almost five decades.
Insurance products are offered through the insurance business Woods Financial. Woods Financial is also an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Woods Financial are not subject to investment advisor requirements.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.