Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dennis began his career with Merrill Lynch in 1994 as a financial advisor. By striving to fully understand the whole picture for clients, Dennis has developed a business model which focuses on multi-generation asset management, trust and estate planning services. Dennis’s passions include traveling with his family, serving as a Deacon at East Side Baptist Church, being the Scoutmaster of Boy Scout Troop 4, backpacking, camping, biking, and hunting. Dennis graduated from the University of Arkansas at Fayetteville in May of 1994 with a Bachelors of Science in Business Administration with a major in Finance. Dennis lives in Fort Smith, Arkansas with his wife, Courtney and their two children, Carter and Charlotte, and their Labrador retriever, Drake.|Our Mission
Dennis Wood and Associates are determined to improve the quality of our clients’ lives by delivering customized advice and guidance. Our approach is not centered solely on investing and advice but rather on addressing the specific needs of our clients. It is our belief that with the collective resources of Merrill Lynch, we can give clients the security to live their retirement dreams.
• Risk Management
• Retirement Income Services
• Long-Term Care
• Wealth Transfer
• Trust & Estate Planning Services
• Home Financing, Custom Lending, and Banking Services
(through Bank of America, N.A.)
• Philanthropic Planning
• Legacy Management
Who We Serve Best
We excel in working with wealthy families, corporate executives, and independent women.
University of Arkansas
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.