Scott Wood

Scott Wood

CEO | Co-Founder | Entrepreneur | Wealth Management | Fullfilling Lives
Dallas, Texas, United States

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Work Experience

True North Advisors, LLC

Chief Executive Officer, Co-founder

2000-07-01 - Present

Lockwood Financial

Financial Consultant

1995-01-01 - 2000-01-01

The Chase Manhattan Bank

Vice President -Investment Consultant

1989-08-01 - 1995-06-01

Skills

wealth management advisors financial advice financial planning investment portfolio management alternative investments institutional quality investment access generational wealth planning multigenerational success planning business exit planning social impact concierge health family philanthropy

Languages

English