True North Advisors
Scott Wood has a diverse work experience in the financial industry. Scott started their career at The Chase Manhattan Bank in 1989 as a Vice President - Investment Consultant, where they served until 1995. Scott then joined Lockwood Financial as a Financial Consultant from 1995 to 2000. In 2000, Scott co-founded True North Advisors, LLC, where they currently serve as the Chief Executive Officer. True North offers wealth planning and investment management solutions, with a focus on high net worth families and individuals. The firm aims to provide a unique approach to wealth management, tailored to each client's individual goals and needs.
Scott Wood attended Baylor University from 1985 to 1989, earning a Bachelor of Business Administration degree in Finance/Economics. In addition to their degree, they have obtained various certifications, including the Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute, Certified Investment Management Analyst (CIMA) from Investments & Wealth Institute, and Certified Private Wealth Advisor (CPWA) also from Investments & Wealth Institute. The specific months and years of when they obtained these certifications are not provided.