Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Dennis began his career with Merrill Lynch Wealth Management 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, 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.
Dennis Wood & 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 Wealth Management and the banking convenience of Bank of America, 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.