VestGen Wealth Partners
Timothy Woods currently serves as the Chief Legal and Compliance Officer at VestGen Wealth Partners since September 2024. Prior to this role, Timothy worked at William Blair and SYSTM Wealth Solutions in compliance and legal capacities from March 2022 to May 2024. Timothy also held the position of Chief Compliance Officer and Broker/Dealer Counsel at Wentworth Management Services from July 2021 to March 2022, where responsibilities included coordination and standardization of portfolio broker/dealers and providing counsel for two FINRA entities. Timothy's professional background includes a period of self-employment focusing on continuing education and consulting from March 2020 to June 2021. Timothy holds a Master's degree in Business Administration and Management and a Juris Doctor from Cleveland State University and Cleveland State University College of Law, respectively.
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VestGen Wealth Partners
VestGen’s goal is simple: To provide industry-leading wealth management and business succession services with unparalleled client focus. Tune in for some important announcements in the coming weeks! VestGen Advisors is an SEC registered investment advisor. Please see our website for additional information about our firm.